Conifer Investments Ltd
Conifer Investments Ltd (CRD# 106159) is a financial advisory firm headquartered in Hartford, CT. They manage $245,416,584 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management245MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$12,270,829
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.