PROCYON
Shelton, CT
AUM
$9.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(475) 232-2704
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CT, SHELTON
6 advisers found
PENTEGRA INVESTORS, INC.
Shelton, CT
AUM
$5.60B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 872-3473
BEIRNE.
Shelton, CT
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-701-8606
WRIGHT INVESTORS SERVICE INC
Shelton, CT
AUM
$1.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
203-783-4400
GANIM PRIVATE WEALTH
Shelton, CT
AUM
$238.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 335-0851
COOPER FINANCIAL SERVICES, INC.
Shelton, CT
AUM
$184.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
203-248-1972