AdvisorGrade

Financial advisers in Southbury, CT

2 registered investment adviser firms in Southbury managing $222M in assets, based on public SEC Form ADV filings.

Kennedy Wealth & Tax Management, LLC

Southbury, CT · Est. 2018

Local
Fee-based
AUM
$215M
Per adviser
$215M
Advisers
1

No reported disclosures

Newday

Southbury, CT · Est. 2018

Local
Fee-only
AUM
$7M
Per adviser
$7M
Advisers
1

No reported disclosures