Briggs Wealth Management, Inc.
Briggs Wealth Management, Inc. (CRD# 125518) is a financial advisory firm headquartered in Glastonbury, CT. They manage $222,711,368 in 673 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Briggs Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management223MILLION
-
Total Number of Accounts673ACCOUNTS
-
Average Account Value$330,923
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NH
Financial Advisors at Briggs Wealth Management, Inc.
1
Mark Briggs (CRD# 2898839) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Glastonbury, CT and has over 26 years of experience in the finance industry.
2
William Rodriguez (CRD# 4770622) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Glastonbury, CT and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.