GENE ALEXANDER QUALMAN
Darien, CT
AUM
$41.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
203-655-6727
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT
278 advisers found
CAPITAL PLANNING CONSULTANTS, LLC
Cromwell, CT
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-635-2671
Full profileNo website
BUELL INVESTMENT ADVISORS
Glastonbury, CT
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8606571700
Full profileNo website
WILEY CAPITAL PARTNERS
Greenwich, CT
AUM
$29.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
212-671-2948
Full profileNo website
ERNEST J. BROUSSEAU, CPA, CFP®
Manchester, CT
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-645-0206
Full profileNo website
B.P. WALSH AND CO., LLC
Branford, CT
AUM
$11.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
203-208-0632
Full profileNo website
KEY FINANCIAL CONCEPTS, INC.
Vernon, CT
AUM
$11.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-871-6114
Full profileNo website
BUTLER & CO., INC.
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
Full profileNo website
MCCAULEY INVESTMENTS ADVISORS LLC
Guilford, CT
AUM
$9.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(203) 453-2200
Full profileNo website
HUNJO LLC
Westport, CT
AUM
$3.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-647-1208
Full profileNo website
RONALD J. IANNUCCI CFP
Woodbury, CT
AUM
$3.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-263-5030
Full profileNo website
SHEHU ASSET MANAGEMENT, LLC
Southbury, CT
AUM
$2.4M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
860-778-8309
Full profileNo website
SENECA WEALTH ADVISORS, LLC
Westport, CT
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
7047849330
Full profileNo website
EIA INVESTMENTS LLC
Salisbury, CT
AUM
$154K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-334-9813
Full profileNo website
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