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 Trusts & Estates advisors in CT, SHELTON
11 advisers found
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
INVESTMARK ADVISORY GROUP LLC
Shelton, CT
AUM
$929.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-953-3777
INNOVATIVE ASSET ADVISORS GROUP
Shelton, CT
AUM
$297.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-444-3599
AUM
$241.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(475) 269-3200
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
BRIDGELIGHT FINANCIAL ADVISORS, INC
Shelton, CT
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
203-795-7080
WRIGHT PRIVATE ASSET MANAGEMENT LLC
Shelton, CT
AUM
$74.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-783-4400
MYFINANCIALPRO, LLC
Shelton, CT
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
203-922-1192