Htg Investment Advisors Inc.

Htg Investment Advisors Inc. (CRD# 108614) is a financial advisory firm headquartered in New Canaan, CT. They manage $859,803,504 in 1,390 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    860
    MILLION
  • Total Number of Accounts
    1,390
    ACCOUNTS
  • Average Account Value
    $618,564
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, LA, MA, ME, NE, NH, NJ, NY, PA, VA

Financial Advisors at Htg Investment Advisors Inc.
Showing 11 - 11 of 11 top financial advisors.
11
Sonya S. Ziolkowski
CRD#: 6946191
50 Locust Avenue, New Canaan, CT 06840

Sonya Ziolkowski (CRD# 6946191) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 4 years of experience in the finance industry.

PREV ... 1 2
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.