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Financial Advisor   

$280MM AUM | $1.2MM GDC in Ridgefield, CT

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Ridgefield, CT, US
12 Month Gross Revenue
$1,200,000
Number of Accounts
400
Avg Client Age
65

Overview

Fee-Only RIA in Ridgefield, CT
Most of the clients we serve are either retired or getting close to retirement. They hire us to help preserve what they have and to simplify their life by cutting out the noise.

 
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