Adviser Profile

As of Date 04/02/2026
Registration status Terminated
ADV Location WINDSOR, CT, United States
Contact Info 860 xxxxxxx
AUM* 5,088,278,173
of that, discretionary 590,949,242
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 30,652,278
SMA’s Yes
Private Funds 0

Adviser Type

- Pension consultant

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

6B 5B 4B 3B 3B 2B 838M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary