CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC, located in Milford, CT, is a small investment advisory firm with a single office. Comprising a team of 5 professionals, 3 of whom specialize in providing investment advisory services, the firm maintains an average asset under management of approximately $62,050,000 per investment advisor, aligning with the industry average. Their compensation structure is diverse, encompassing a range of options such as a percentage of assets under management and fixed fees.
While Connecticut Capital Management Group, LLC handles less than 30% of their assets under management through 401K and individual ...
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Assets Under Mgmt
$186.14M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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