| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 12/14/1971 |
| ADV Location | HARTFORD, CT, United States |
| Contact Info | 860 xxxxxxx |
| Websites |
| AUM* | 986,624,790 -3% |
| of that, discretionary | 986,624,790 -3% |
| Number of Employees | 9 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 197,324,958 35% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds