| Total AUM | $1.21B |
| Discretionary | $690.2M57% of AUM |
| Non-Discretionary | $517.8M |
| Client Accounts | 1,171 |
| Avg Account Size | $1.0M |
| Employees | 22 |
| Peak AUM | $3.59BFeb 2001 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | 2.4% | 2.3% | 1.1% | |
| Discretionary AUM | $690M | ||||
| Total AUM | $1.21B |
| Discretionary | $690.2M |
| Employees | 22 |
| Client Accounts | 1171 |
| Client Range | 0 |
Address
2 CORPORATE DRIVE
SHELTON CT 06484
Phone
203-783-4400
Filing History
49 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$690M
57.1% of AUM
Non-Discretionary
$518M
42.9% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
| -4.2% /yrover 25 yrs · 49 filings |
Total AUM
$1.2B
| 3.1% |
| 1.4% |
| 1.5% |
| Non-Disc. AUM | $518M | 1.5% | 3.4% | 0.5% |
| Total Accounts | 1k | 8.9% | 5.3% | 1.5% |
| Avg Account Size | $1M | +7.2% | +3.1% | +0.4% |
| Employees | 22 | 8.3% | +6.9% | +4.1% |
| AUM / Employee | $55M | +6.4% | 8.6% | 5.0% |
Client AUM Segments | |||||
| Wealth AUM | $36M | +43.5% | 20.3% | +4.3% | |
| Institutional AUM | $351M | 16.5% | 7.7% | 4.9% | |
| Other AUM | $59M | +28.7% | 9.7% | 10.4% | |
Client Count Segments | |||||
| HNW Clients | 53 | +32.5% | 2.4% | +5.8% | |
| Institutional | 13 | 13.3% | 13.4% | 10.0% | |
| Individuals | 9 | +50.0% | 15.7% | +8.4% | |