KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
New Haven, CT
AUM
$30.51B
Wealth MgmtTrusts & EstatesInstitutional
Team
233 advisors
Clients
—
Fees
Percentage of AUM
203-752-4502
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
13 advisers found
GREAT MOUNTAIN PARTNERS
New Haven, CT
AUM
$14.11B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203.993.6149
KREITLER FINANCIAL LLC
New Haven, CT
AUM
$584.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-867-4396
THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.
New Haven, CT
AUM
$560.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
203-777-2386
LADD CAPITAL MANAGEMENT LLC
New Haven, CT
AUM
$176.6M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
—
Fees
Percentage of AUM
203-562-6624
BLAKELY HARBOR ADVISORS, LLC
New Haven, CT
AUM
$68.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
754-301-8804
PLOOTUS
New Haven, CT
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
More than 500
Fees
CURRENTLY FREE, MAY CHARGE SUBSCRIPTION FEE IN THE FUTURE
4752092079
AYERS & ASSOCIATES, P.C.
New Haven, CT
AUM
—
Fee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges
203-216-5381
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