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

12 Scovil Rd, Higganum, CT 06441

https://vimeo.com/user119790772

By the Numbers

Total Assets Under Management

124

MILLION
Total Number of Accounts

413

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Theodore M. Degroot

CRD#: 3259211

12 Scovil Rd, Higganum, CT 06441

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.

Timothy R. Golas

CRD#: 4955538

12 Scovil Rd, Higganum, CT 06441

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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