Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in CT, SOUTH WINDSOR

2 advisers found

South Windsor, CT

AUM

$64.7M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM; Hourly charges

860-644-8666

South Windsor, CT

AUM

$10.0M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

860-644-4024