Diastole Wealth Management
Diastole Wealth Management (CRD# 111604) is a financial advisory firm headquartered in Guilford, CT. They manage $386,200,000 in 304 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management386MILLION
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Total Number of Accounts304ACCOUNTS
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Average Account Value$1,270,395
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, FL, MA, ME, NC, NH, NJ, NY, OH, TX, VA
Barbara Buzzelli (CRD# 4092965) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 23 years of experience in the finance industry.
Elizabeth Cook (CRD# 1025179) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 30 years of experience in the finance industry.
Elizabeth Eden (CRD# 1023859) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 42 years of experience in the finance industry.
Ethan Eden (CRD# 4574697) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 21 years of experience in the finance industry.
Eniko Mikle (CRD# 2563071) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 18 years of experience in the finance industry.
Jennifer O'brien (CRD# 2460908) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 26 years of experience in the finance industry.
Mary O'toole (CRD# 4652672) is an Investment Advisor Representative working at Diastole Wealth Management in Cincinnati, OH and has 1 year of experience in the finance industry.