Overview
Assets Under Management: $438 million
Headquarters: NEW CANAAN, CT
High-Net-Worth Clients: 3
Average Client Assets: $134.3 million
Frequently Asked Questions
COMMONWEALTH STRATEGIC ADVISORY 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 #170993), COMMONWEALTH STRATEGIC ADVISORY is subject to fiduciary duty under federal law.
COMMONWEALTH STRATEGIC ADVISORY is headquartered in NEW CANAAN, CT.
COMMONWEALTH STRATEGIC ADVISORY serves 3 high-net-worth clients according to their SEC filing dated February 07, 2018. View client details ↓
According to their SEC Form ADV, COMMONWEALTH STRATEGIC ADVISORY offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
COMMONWEALTH STRATEGIC ADVISORY manages $438 million in client assets according to their SEC filing dated February 07, 2018.
According to their SEC Form ADV, COMMONWEALTH STRATEGIC ADVISORY serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.96%
Average Client Assets: $134.3 million
Total Client Accounts: 3
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 170993
Filing ID: 1173736
Last Filing Date: 2018-02-07 09:49:00