HT PARTNERS LLC
Centerbrook, Connecticut
HT PARTNERS LLC, based in Centerbrook, CT, is a well-established local investment advisory firm. With over 70 individual clients and an impressive $446,071,000 in assets under management, the company has built a reputation for excellence in the financial industry. HT PARTNERS LLC operates from a single office and offers comprehensive investment advisory services.
Although 401K and individual accounts make up less than 30% of their assets under management, HT PARTNERS LLC possesses the expertise and capabilities to effectively manage employer funds. They exclusively manage discretionary assets, with the majority of their clientele...
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Assets Under Mgmt
$446.07M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: MULTIFAMILY OFFICE ADVISORY; FINANCIAL CONSULTING
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.