| Total AUM | $931.0M |
| Discretionary | $931.0M100% of AUM |
| Client Accounts | 929 |
| Avg Account Size | $1.0M |
| Employees | 11 |
| Peak AUM | $931.0MMar 2026 |
Total AUM
$931M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $931M | +9.4% | +10.9% | +7.6% | |
| Discretionary AUM | |||||
| Total AUM | $931.0M |
| Discretionary | $931.0M |
| Employees | 11 |
| Client Accounts | 929 |
Address
ONE FINANCIAL PLAZA
HARTFORD CT 06103
Phone
860-761-9700
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$931M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $931M |
| +9.4% |
| +10.9% |
| +7.6% |
| Total Accounts | 929 | 0.3% | +2.7% | +4.7% |
| Avg Account Size | $1M | +9.8% | +8.0% | +2.8% |
| Employees | 11 | +10.0% | +6.9% | +4.1% |
| AUM / Employee | $85M | 0.5% | +3.7% | +3.4% |
Client AUM Segments | |||||
| Wealth AUM | $913M | +10.5% | +11.2% | +7.5% | |
| Institutional AUM | $18M | 26.6% | 2.0% | +18.2% | |
Client Count Segments | |||||
| Institutional | 10 | 9.1% | 0.0% | +20.1% | |
| Individuals | 386 | +4.6% | +2.6% | +4.1% | |