Etfconcepts

Etfconcepts (CRD# 159411) is a financial advisory firm headquartered in Litchfield, CT. They manage $2,660,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,660,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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 Etfconcepts
Showing 1 - 1 of 1 top financial advisors.
1
Seth C. Warner
CRD#: 2264972
Litchfield, CT
87
Wealthminder
score

Seth Warner (CRD# 2264972) is an Investment Advisor Representative working at Etfconcepts in Litchfield, CT and has 1 year of experience in the finance industry.

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