$32.3M Total AUM
$32.3M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2001
- Office Locations
- 1
Office Locations
655 Winding Brook Drive Glastonbury CT
About Glastonbury Cpa's Financial Advisors, LLC
Glastonbury Cpa's Financial Advisors, LLC is a Glastonbury-based RIA. The firm has been operating for 25 years. Managing $32.3M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$32.3M AVG AUM / ADVISOR
$751.7K AVG AUM / CLIENT
25.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
B
BRUCE S FILINGERI
Tax Partner
- CRD
- #4341961
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,321,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,321,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing