CRD: 305013
Connecticut Capital Management Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-2019
- Office Locations
- 1
Office Locations
About Connecticut Capital Management Group, LLC
Connecticut Capital Management Group is a Milford, CT RIA providing proactive, life-stage-based financial planning for individuals and families navigating inheritances, retirement, and other transitions. The team builds diversified portfolios with a meaningful ETF and fixed-income (including municipal bond) allocation, and supports clients through an early, streamlined planning process. Custodies include Schwab.
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Owner & Executives
BRIAN DANIEL PARKE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5355150
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Eddy Kojo Agyeman
Financial Planner
- CRD
- #7624033
JILL DEMANCHYK LANESE
Investment Advisor Representative
- CRD
- #5860944
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,772,665 | $813,374 |
| Non-Discretionary | $148,756 | $37,189 |
| Total | $253,921,421 | $803,549 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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