SPIVAK ASSET MANAGEMENT, LLC
Avon, CT
AUM
$439.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
860-676-9756
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT, AVON
4 advisers found
AUM
$309.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-259-4800
CRIONNA WEALTH LLC
Avon, CT
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-362-1045
FORREST FINANCIAL PARTNERS LLC
Avon, CT
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-222-0232