Overview
Assets Under Management: $422 million
Headquarters: SOUTHPORT, CT
Services Offered
Services: Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 4
Discretionary Accounts: 4
Regulatory Filings
CRD Number: 105795
Last Filing Date: 2024-03-20 00:00:00
Website: https://gmail.com