This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Zenith legacyWave +more
- Established Date
- 09-22-2005
- Office Locations
- 1
Office Locations
About Myfinancialpro, LLC
myFinancialPro is a founder-led Shelton, CT RIA focused on retirement planning and income distribution, paired with tax-aware, custom-sleeved portfolio management and scenario modeling. The firm serves families and professionals seeking legacy-oriented guidance, including behavioral and generational coaching and coordination across cash flow, tax, legal, and estate plans. Portfolios commonly use ETFs alongside high-quality bonds/cash, with custody through Fidelity/NFS; fees are hourly or AUM-based.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN JOHN LUPKAS
Chief Compliance Officer, Founder, Principal, Senior Financial Advisor
- CRD
- #2628820
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,354,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,354,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $58,354,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $388,129,923 | 7.3% |
| U.S. Government/Agency | $824,111,481 | 15.5% |
| Cash | $994,250,625 | 18.7% |
| Other | $1,233,508,797 | 23.2% |
| Municipal Bonds | $350,911,985 | 6.6% |
| Public Funds | $1,525,935,453 | 28.7% |
| Total | $5,316,848,264 | 100.0% |