Ceponis Financial Group
Ceponis Financial Group (CRD# 115390) is a financial advisory firm headquartered in Ridgefield, CT. They manage $90,715,386 in 310 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management91MILLION
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$292,630
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CT, NY
Financial Advisors at Ceponis Financial Group
No Advisor Found.
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