CRD: 128112
Ernest J. Brousseau, CPA, CFP®
Manchester, CT, 06040
8606450206
$24.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
174 ADV. Clients
24 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2002
- Office Locations
- 1
Office Locations
193 East Center Street Manchester CT
About Ernest J. Brousseau, CPA, CFP®
Ernest J. Brousseau, CPA, CFP® is a Manchester-based RIA. The firm has been operating for 24 years. Managing $24.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$143.1K AVG AUM / CLIENT
24.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Bridge Glacier
Investment Themes
Zenith oak Frontier peak
Investment Vehicles
Meridian
Services
Beacon insight Capital vertex North Glacier glacier Ridge North focus
Owner & Executives
E
ERNEST JOHN BROUSSEAU
Partner, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
(791) 538-4649
summit.vital@alphacapital.com
in linkedin.com/in/unison-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,897,000 | -- |
| Total | $24,897,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,897,000
Equity - Exchange:
27.8% Cash:
37.0% U.S. Government/Agency:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,215,193,366 | 27.8% |
| Cash | $1,617,343,688 | 37.0% |
| U.S. Government/Agency | $1,538,662,104 | 35.2% |
| Total | $4,371,199,158 | 100.0% |