Overview
Assets Under Management: $138 million
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 58
Average Client Assets: $2 million
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