Conifer Investments Ltd
Conifer Investments Ltd (CRD# 106159) is a financial advisory firm headquartered in West Hartford, CT. They manage $412,870,388 in 88 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Conifer Investments Ltd
By the Numbers
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Total Assets Under Management413MILLION
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Total Number of Accounts88ACCOUNTS
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Average Account Value$4,691,709
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Conifer Investments Ltd
1
Carolyn Paldino (CRD# 4363324) is an Investment Advisor Representative working at Conifer Investments Ltd in West Hartford, CT and has 1 year of experience in the finance industry.
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