Overview
Assets Under Management: $138 million
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
SOMNIO FINANCIAL GROUP, 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 #174217), SOMNIO FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
SOMNIO FINANCIAL GROUP, LLC is headquartered in GLASTONBURY, CT.
SOMNIO FINANCIAL GROUP, LLC serves 58 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, SOMNIO FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOMNIO FINANCIAL GROUP, LLC manages $138 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, SOMNIO FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 453
Discretionary Accounts: 453
Regulatory Filings
CRD Number: 174217
Last Filing Date: 2025-01-14 00:00:00
Website: https://somniofg.com