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- Custodian
- Altruist ยท Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-20-2017
- Office Locations
- 1
Office Locations
About Worrell Advisory Services
Worrell Advisory Services is a founder-led RIA in Branford, CT providing financial planning and portfolio management for individuals and families, with an emphasis on retirees, business owners, and entrepreneurs. Portfolios primarily use mutual funds and ETFs with an active, asset-allocation and risk-management orientation, and may incorporate annuities plus insurance and tax/estate planning coordination. Custody relationships include LPL Financial.
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Investment Themes
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Owner & Executives
ROBERT JOHN WORRELL III
Chief Compliance Officer, Managing Member, President
- CRD
- #2539187
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,281,276 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,281,276 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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