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

Showing Trusts & Estates advisors in CT, SOUTH WINDSOR

3 advisers found

South Windsor, CT

AUM

$568.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

Fees

Percentage of AUM; MINIMUM MONTHLY ACCOUNT FEE

860-291-1998

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