Cropsey Asset Management, LLC

Cropsey Asset Management, LLC (CRD# 129503) is a financial advisory firm headquartered in , . They manage $9,689,622 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $1,076,625
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Cropsey Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James C. Lott
CRD#: 2107979
Ridgefield, CT
93
Wealthminder
score

James Lott (CRD# 2107979) is an Investment Advisor Representative working at Cropsey Asset Management, LLC in Ridgefield, CT and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.