| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 06/08/2007 |
| ADV Location | HARTFORD, CT, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 1,052,973,632 -66% |
| of that, discretionary | 1,052,973,632 -66% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 263,243,408 -23% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker9E9E9E9E1 | Stock NameNone | $ Position$ | % Position | $ Change | # Change |