CT FINANCIAL PARTNERS, LLC
  • CT FINANCIAL PARTNERS, LLC

Adviser Profile

As of Date 09/28/2023
Registration status Terminated
ADV Location MAUMEE, OH, United States
Contact Info 419 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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