Myfinancialpro, LLC
Myfinancialpro, LLC (CRD# 136724) is a financial advisory firm headquartered in Shelton, CT. They manage $65,728,400 in 147 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management66MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$447,132
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, NY
Financial Advisors at Myfinancialpro, LLC
1
Stephen Lupkas (CRD# 2628820) is an Investment Advisor Representative working at Myfinancialpro, LLC in Shelton, CT and has over 28 years of experience in the finance industry.
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