Spurstone
Spurstone (CRD# 284158) is a financial advisory firm headquartered in Higganum, CT. They manage $123,578,679 in 413 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management124MILLION
-
Total Number of Accounts413ACCOUNTS
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Average Account Value$299,222
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA, NH
Financial Advisors at Spurstone
1
Theodore Degroot (CRD# 3259211) is an Investment Advisor Representative working at Spurstone in Higganum, CT and has over 24 years of experience in the finance industry.
2
Timothy Golas (CRD# 4955538) is an Investment Advisor Representative working at Spurstone in Higganum, CT and has over 18 years of experience in the finance industry.
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