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SL advisors Listing
Financial Advisor   

$450MM AUM | $4MM GDC in West Hartford, CT

Member Level
Premier
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
West Hartford, CT, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
500
Avg Client Age
55

Overview

This listing is for our investment business only. Our firm is also in the insurance business and it is run as a separate unit. We are members of M Financial. Our investment business is financial planning based and is 95% fee based. Most of our money is with AQR, DFA and Vanguard.

Our main office is in West Hartford, CT but we run our investment business out of Jupiter, FL

 
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