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
By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Conifer Investments Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Carolyn A. Paldino
CRD#: 4363324
61 South Main Street, West Hartford, CT 06107

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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