Czp Associates (CRD# 144227) is a financial advisory firm headquartered in Weston, CT. They manage $10,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$500,000
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Charles Porten (CRD# 3188249) is an Investment Advisor Representative working at Czp Associates in Weston, CT and has over 19 years of experience in the finance industry.