Overview
Assets Under Management: $108 million
Headquarters: RIDGEFIELD, CT
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
COLCHESTER INVESTMENT COUNSEL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126805), COLCHESTER INVESTMENT COUNSEL LLC is subject to fiduciary duty under federal law.
COLCHESTER INVESTMENT COUNSEL LLC is headquartered in RIDGEFIELD, CT.
COLCHESTER INVESTMENT COUNSEL LLC serves 37 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, COLCHESTER INVESTMENT COUNSEL LLC offers portfolio management for individuals. View all service details ↓
COLCHESTER INVESTMENT COUNSEL LLC manages $108 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, COLCHESTER INVESTMENT COUNSEL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.67
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 124
Discretionary Accounts: 119
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 126805
Last Filing Date: 2024-03-21 00:00:00
Website: https://colchesteric.com