Continental Nine Financial Management
Continental Nine Financial Management (CRD# 125638) is a financial advisory firm headquartered in Waterbury, CT. They manage $24,214,505 in 98 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Continental Nine Financial Management
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts98ACCOUNTS
-
Average Account Value$247,087
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Continental Nine Financial Management
No Advisor Found.
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