DIASTOLE WEALTH MANAGEMENT
Guilford, Connecticut
5.0
2 Reviews
Diastole Wealth Management, headquartered in Guilford, CT, is a reputable local investment advisory firm with a strong presence in the community. With two office locations, the firm offers comprehensive financial planning and investment management services to a diverse client base. At Diastole Wealth Management, a team of 12 dedicated professionals work diligently to deliver exceptional results. Six of the firm's employees specialize in providing investment advisory services, boasting an impressive average of approximately $55,930,000 in assets under management per advisor. While this figure aligns with the industry average, Dias...
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Assets Under Mgmt

$335.6M

Investment Professionals

6

Locations

1

% 401K & Individual

16%

% Discretionary

66%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
Disclosures
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
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