Overview
Assets Under Management: $845 million
Headquarters: BRIDGEPORT, CT
High-Net-Worth Clients: 285
Average Client Assets: $2.3 million
Frequently Asked Questions
PEOPLE'S UNITED ADVISORS, INC. 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 #292454), PEOPLE'S UNITED ADVISORS, INC. is subject to fiduciary duty under federal law.
PEOPLE'S UNITED ADVISORS, INC. is headquartered in BRIDGEPORT, CT.
PEOPLE'S UNITED ADVISORS, INC. serves 285 high-net-worth clients according to their SEC filing dated August 01, 2024. View client details ↓
According to their SEC Form ADV, PEOPLE'S UNITED ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PEOPLE'S UNITED ADVISORS, INC. manages $845 million in client assets according to their SEC filing dated August 01, 2024.
According to their SEC Form ADV, PEOPLE'S UNITED ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 285
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.53%
Average Client Assets: $2.3 million
Total Client Accounts: 2,076
Discretionary Accounts: 2,046
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 292454
Filing ID: 1892756
Last Filing Date: 2024-08-01 10:59:00