Fee-OnlyFinder

% of assets managed in New Haven, CT

4 advisers in New Haven offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Blakely Harbor Advisors, LLCConnecticut Financial Center, 157 Church Street, 19th Floor · New Haven, CT 06510 · (754) 301-8804 · % of assets managedCRD 152249 · % of assets · $68.9 million AUMState registeredNo commissions reportedKnights of Columbus Asset Advisors LLCOne Columbus Plaza · New Haven, CT 06510 · (203) 752-4502 · % of assets managedCRD 174129 · % of assets · $30.5 billion AUMSEC registeredNo commissions reportedKreitler Financial LLC265 Church Street, Suite 501 · New Haven, CT 06510 · (203) 867-4396 · Financial planningCRD 309056 · % of assets, Hourly charges, Fixed fees · $584.9 million AUMSEC registeredNo commissions reportedLadd Capital Management LLC110 Whitney Ave · New Haven, CT 06510 · (203) 562-6624 · % of assets managedCRD 105162 · % of assets · $176.6 million AUMSEC registeredNo commissions reported