Frequently Asked Questions (FAQ) About
Connecticut Wealth Management LLC
- Where is Connecticut Wealth Management LLC Located
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281 FARMINGTON AVENUE, FARMINGTON, CT
- Connecticut Wealth Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Connecticut Wealth Management LLC, while the legal name is: CONNECTICUT WEALTH MANAGEMENT, LLC
- Connecticut Wealth Management LLC: How many employees does the firm employ?
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Connecticut Wealth Management LLC has 17 employees, of which 9 are employees in advisory roles
- Connecticut Wealth Management LLC: How many clients does the firm serve?
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It serves 12 clients.
- Connecticut Wealth Management LLC: What are the top holdings of this firm?
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UNITED TECHNOLOGIES VANGUARD ADMIRAL FDS INC ISHARES TR CORE MSCI EAFE Vanguard S&P 500 Growth WISDOMTREE TR ISHARES TR CORE S&P MCP ETF VANGUARD GROUP ISHARES TR S&P 500 GRWT ETF WISDOMTREE TR ISHARES TR CORE S&P SCP ETF
- Connecticut Wealth Management LLC: What other investment firms are located in the vicinity?
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Horizon Technology Finance Management LLC KARN Couzens & Associates Inc Sagebroadview Financial Planning LLC PASI Investments LLC MJP Associates Inc New England Asset Management Inc