WJ Financial Advisors, LLC is a small investment advisory firm based in Killingworth, CT, dedicated to providing comprehensive financial solutions to its clients. With a total of four employees, three of whom are experienced investment advisors, the firm offers personalized attention and expertise. Impressively, each investment advisor at WJ Financial Advisors, LLC manages an average of approximately $23,510,000 in assets under management, showcasing their ability to handle significant portfolios. The firm's compensation structure is flexible, offering options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and client satisfaction. With over 120 individual clients and a total of more than $114,724,000 in assets under management, WJ Financial Advisors, LLC has established a strong presence in managing assets for high-net-worth individuals. The firm's experience in handling employer 401Ks and individual accounts contributes to approximately half of their total assets under management. WJ Financial Advisors, LLC manages all of their assets on a discretionary basis, allowing them to exercise expert judgment and make informed investment decisions on behalf of their clients. Operating from a single office in Killingworth, CT, WJ Financial Advisors, LLC ensures personalized service and accessibility for their clientele. The firm takes pride in its long-tenured advisors, including Abigail Laufer, Joseph Giaccone, and Wallace Jones, who bring extensive knowledge and experience to their clients' financial plans. In summary, WJ Financial Advisors, LLC is a trusted investment advisory firm, committed to providing tailored financial solutions to their high-net-worth clientele.

Safe Harbor Asset Management, Inc. is a small investment advisory firm located in Huntington, NY. With a single office, the company has established itself as a trusted financial partner within the local community. Led by a team of highly skilled professionals, Safe Harbor Asset Management, Inc. is committed to providing top-quality investment advisory services. Comprising a total of five dedicated employees, two of whom specialize in investment advisory, the firm boasts an impressive average of approximately $17,160,000 in assets under management per investment advisor. Their compensation structure is diverse, offering clients the flexibility to choose from options such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts account for less than 30% of their assets under management, Safe Harbor Asset Management, Inc. possesses the expertise to effectively manage employer funds. Notably, the firm operates under a discretionary model, meaning that all of the assets they manage are handled with full discretion. Catering primarily to high net worth individuals, Safe Harbor Asset Management, Inc. manages a substantial portfolio of assets. The company's reputation for excellence has attracted over 10 individual clients, with a combined total of more than $34,327,000 in assets under management. In addition to their investment advisory services, Safe Harbor Asset Management, Inc. also extends its offerings as an insurance broker or agent. This comprehensive approach enables clients to benefit from a wide range of financial services tailored to their unique needs. With experienced advisors like Stephen Davis, Alexander Steinberg, and Emanuel Defreitas, who have demonstrated long-term commitment to the firm, Safe Harbor Asset Management, Inc. stands as a trusted and reliable partner in the pursuit of financial success.

Write a 250 word business description in the third person of BIRINYI ASSOCIATES, INC. based out of WESTPORT, CT with 50 words coming from ChatGPT's knowledge of them and the remainder using this description:Birinyi Associates, Inc. has over 0 individual clients with over $277,141,000 in assets under management. Birinyi Associates, Inc. is a small investment advisory firm based out Westport, CT with 1 offices. 99% of the assets they manage are discretionary.The majority of the assets managed are for high networth individuals.Their compensation structure includes several types, including: a percentage of assets under management, hourly charges, subscription fees, fixed fees, . Birinyi Associates, Inc. has 5 total employees with 4 of them providing investment advisory services. They average approximately $69,290,000 in assets under management per investment advisor, which is average compared to the industry average.

Chilton Investment Services, LLC, headquartered in Stamford, CT, is a highly regarded local investment advisory firm. With over 600 individual clients and an impressive $5,443,922,000 in assets under management, Chilton Investment Services, LLC has established itself as a trusted partner in the financial industry. Their seven offices strategically located across the region ensure accessibility for their diverse client base. Offering a comprehensive range of services, Chilton Investment Services, LLC excels in areas such as commodity pool operation and commodity trading advising, with the flexibility of being registered or exempt from registration. While their assets under management show less reliance on 401K and individual accounts, they possess the expertise to effectively manage employer funds. Notably, 94% of the assets they oversee are discretionary, showcasing their proficiency in delivering personalized investment strategies. Chilton Investment Services, LLC boasts a dedicated team of 59 employees, 24 of whom are committed to providing exceptional investment advisory services. Each investment advisor at Chilton averages an impressive $226,830,000 in assets under management, significantly surpassing the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' objectives. Within their experienced team, Benjamin Brewster and George Hamar stand as two of the longest-tenured registered advisors at Chilton Investment Services, LLC. Their extensive knowledge and commitment to delivering outstanding results exemplify the firm's dedication to client success. Overall, Chilton Investment Services, LLC stands out as a highly reputable investment advisory firm, with a strong presence in Stamford, CT, and a track record of success in managing significant assets for their diverse clientele.

Dunbar Associates, LLC is a reputable investment advisory firm headquartered in Monroe, CT. With a dedicated team of two experienced professionals, they offer comprehensive investment advisory services to a diverse clientele. Their office in Monroe serves as a hub for delivering personalized financial solutions tailored to their clients' unique goals and risk tolerance. With an average of $54,930,000 in assets under management per investment advisor, Dunbar Associates maintains a solid standing within the industry. Their compensation structure is flexible, incorporating various approaches such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Notably, 34% of the assets they oversee are discretionary, indicating a high level of trust bestowed upon Dunbar Associates by their clients. Their client base comprises over 50 individuals, collectively entrusting the firm with more than $109,866,000 in assets under management. The firm boasts a team of seasoned professionals, including Keith Cuomo and Robert Dunbar, who have exhibited unwavering dedication as registered advisors for Dunbar Associates. With their combined expertise and commitment, the firm maintains a track record of delivering sound investment advice and fostering long-lasting client relationships. Dunbar Associates, LLC continues to uphold its reputation as a trusted partner, consistently providing comprehensive investment advisory services that enable their clients to navigate the ever-changing financial landscape with confidence.

Wright Investors Service Inc, a reputable investment advisory firm headquartered in Shelton, CT, boasts an impressive track record in managing assets for over 60 discerning individual clients. With assets under management exceeding $1.29 billion, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office and prides itself on offering personalized investment strategies tailored to each client's unique financial goals. Distinguishing itself further, Wright Investors Service Inc maintains a significant 56% of discretionary assets among its portfolio. This allows them the flexibility to make investment decisions on behalf of their clients, leveraging their expertise to maximize returns. The compensation structure at Wright Investors Service Inc encompasses various types, including a percentage of assets under management, subscription fees, and fixed fees. With a team of 18 skilled professionals, including 7 dedicated investment advisors, Wright Investors Service Inc provides clients with in-depth market analysis, expert guidance, and comprehensive financial planning services. Remarkably, each investment advisor manages an average of approximately $185 million in assets, surpassing the industry average and reflecting their commitment to delivering exceptional results. Notably, Wright Investors Service Inc takes pride in its long-standing advisors, exemplified by the tenure of respected individuals like Robert Smith, Donald Kunze, and Mark Moyher. Their wealth of experience and deep understanding of the investment landscape contribute to the firm's strong reputation and enduring client relationships. Through a client-centric approach, rigorous research, and a commitment to excellence, Wright Investors Service Inc continues to excel as a trusted partner in helping clients achieve their financial objectives.

Litvak Wealth, LLC is a small investment advisory firm headquartered in Norwalk, CT. With a team of four dedicated professionals, including three investment advisors, the firm provides comprehensive investment advisory services. They boast an impressive average of approximately $96,090,000 in assets under management per investment advisor, aligning closely with the industry average. Litvak Wealth's compensation structure is designed to incentivize performance, incorporating a combination of a percentage of assets under management and performance-based fees. Their client base consists of over 10 individual clients, who entrust the firm with managing assets totaling more than $410,736,000. Notably, the majority of these assets are held by high-net-worth individuals, highlighting the firm's expertise in catering to this segment. A notable feature of Litvak Wealth's management approach is that 4% of the assets they oversee are discretionary, allowing the firm to exercise independent decision-making in investment matters. This discretionary authority showcases their ability to make informed investment choices aligned with their clients' objectives and risk tolerance. With a single office serving as their base of operations, Litvak Wealth benefits from a close-knit environment that fosters personalized client relationships. The firm prides itself on the expertise of its longest-tenured advisors, including Ricardo Litvak, Jeffrey Boris, and Juliana Fajardo Andrade. Their collective experience and deep understanding of the investment landscape ensure that clients receive top-notch advice and tailored investment strategies. Overall, Litvak Wealth, LLC distinguishes itself as a reliable and client-centric investment advisory firm, offering comprehensive services to high-net-worth individuals and demonstrating a strong track record of managing significant assets.

Ladd Capital Management LLC, a small investment advisory firm based out of New Haven, CT, is dedicated to providing personalized financial solutions to its diverse client base. With over 20 individual clients and more than $116,934,000 in assets under management, the firm has established a reputation for delivering exceptional service and achieving financial goals. With two offices, Ladd Capital Management LLC offers convenient access to its services for clients in the New Haven area. While the firm manages a range of accounts, including 401K and individual accounts, these represent less than 30% of their assets under management. However, Ladd Capital Management LLC possesses the expertise and capability to effectively manage employer funds, demonstrating their comprehensive approach to investment advisory services. Approximately 58% of the firm's assets are under discretionary management, indicating the trust and confidence clients place in their expertise. Ladd Capital Management LLC primarily serves high net worth individuals, aligning their strategies with the unique financial goals and risk tolerance of their esteemed clientele. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring that their interests remain aligned with the success of their clients' portfolios. Ladd Capital Management LLC takes pride in its team of three dedicated employees, each specializing in providing top-notch investment advisory services. With an average of approximately $38,980,000 in assets under management per investment advisor, they strive to deliver personalized attention and tailored financial strategies to every client. Ladd Capital Management LLC boasts a roster of experienced advisors, including David Norris, Edward Lovejoy, and David Ladd, who have been with the firm for many years, contributing to its longevity and success. With a focus on excellence and a commitment to helping clients achieve their financial aspirations, Ladd Capital Management LLC remains a trusted partner in wealth management.

Independent Investors Inc, based out of Nesconset, NY, is a small investment advisory firm with a solid reputation in the industry. With a team of six dedicated professionals, including two experienced investment advisors, they provide comprehensive financial guidance to individuals and businesses alike. Led by Kevin Moloney and Margaret Moloney, two of the longest tenured registered advisors with the firm, Independent Investors Inc boasts an impressive track record of success. Their expertise and personalized approach have earned them the trust of over 40 individual clients, who have entrusted the firm with a total of over $394,512,000 in assets under management. One notable aspect of Independent Investors Inc's operations is their exceptional asset management performance. With an average of approximately $213,080,000 in assets under management per investment advisor, they outperform the industry average, reflecting their dedication to delivering strong investment results for their clients. The firm's compensation structure is flexible and tailored to meet the diverse needs of their clientele. They offer a range of options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests with their clients. With 90% of the assets they manage being discretionary, Independent Investors Inc has the autonomy to make informed investment decisions on behalf of their clients, leveraging their expertise and insights to optimize portfolio performance. Located in Nesconset, NY, Independent Investors Inc operates out of a single office, providing a personalized and accessible experience for their clients. Their commitment to delivering exceptional financial guidance and their impressive track record make them a trusted choice for individuals and businesses seeking expert investment advisory services.

Compass Wealth Management LLC is a small investment advisory firm located in Guilford, CT, with a single office serving clients. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $115,320,000 in assets under management, aligning with the industry average. The compensation structure at Compass Wealth Management LLC includes various types such as a percentage of assets under management and fixed fees. Although 401K and individual accounts represent a minority of their assets under management, the firm possesses the capability to manage employer funds. Notably, all the assets they manage are discretionary, granting them full authority to make investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. With a client base of over 190 individuals, Compass Wealth Management LLC oversees more than $461,263,000 in assets under management. The company prides itself on its seasoned advisors, including Jason Bear, William Matthes, and Carolyn Matthes, who have demonstrated long tenures and extensive experience in the field. Overall, Compass Wealth Management LLC distinguishes itself as a reliable investment advisory firm, offering personalized services to affluent clients in Guilford, CT, and beyond. Their commitment to strategic financial planning and expertise in managing substantial assets positions them as a trusted partner for individuals seeking to grow and protect their wealth.

Springboard Asset Management LLC is a small investment advisory firm based out of Cheshire, CT, with a strong focus on managing assets for high net worth individuals. With over 60 individual clients, they have successfully amassed an impressive $97,758,000 in assets under management. The firm's expertise lies in handling employer 401Ks and individual portfolios, making them well-versed in this particular domain. Springboard Asset Management LLC operates from a single office, strategically located in Cheshire, CT. They offer a range of compensation structures to suit their clients' needs, including a percentage of assets under management and fixed fees. As a discretionary asset management firm, they have full authority to make investment decisions on behalf of their clients. With a team of two dedicated professionals providing investment advisory services, Springboard Asset Management LLC boasts an average of $48,880,000 in assets under management per investment advisor, which aligns with industry standards. Notably, Charles Green and Rebecca Green are recognized as two of the firm's longest-tenured registered advisors, contributing their extensive expertise to client portfolios. Springboard Asset Management LLC prides itself on providing personalized and tailored investment strategies to help clients achieve their financial goals. With a strong track record of success and a commitment to delivering exceptional service, they are positioned as a trusted partner for individuals seeking comprehensive wealth management solutions in the Cheshire, CT area and beyond.