Glastonbury CPA's Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Glastonbury CPA's Financial Advisors, LLC provides portfolio management and related advisory services to individual investors while also serving a limited number of institutional clients, as described in its Form ADV Part 2A (Item 7). The firm reports managing roughly $32.3 million in client assets for about 43 accounts.
The brochure identifies portfolio management as the primary service and summarizes its methods of analysis, investment strategies, and risk considerations (Item 8), with periodic account review procedures noted in Item 13. It also discloses an affiliation with a CPA practice and addresses that relationship in the section on other financial industry activities and affiliations (Item 10), including the related referral and coordination practices.
What distinguishes the firm from many independent peers is the combination of a formal accounting/CPA affiliation (an uncommon arrangement) and the provision of portfolio management to institutional clients in addition to individuals. The disclosures reflect a relatively small client base and AUM, indicating these uncommon service and affiliation features are managed at modest scale.
Client services
Fee options
$0 - $250,000: 3.00% $250,001 - $500,000: 2.50% $500,001 - $1,000,000: 2.00% $1,000,001+: 1.50%
$150 per hour for consulting services
Account minimum: $250,000
Main office
655 Winding Brook Drive
Glastonbury CT 06033
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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