Strategic Investment Planning LLC
Strategic Investment Planning LLC (CRD# 282825) is a financial advisory firm headquartered in West Hartford, CT. They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Strategic Investment Planning LLC
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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
Financial Advisors at Strategic Investment Planning LLC
1
James Russell (CRD# 4331226) is an Investment Advisor Representative working at Strategic Investment Planning LLC in West Hartford, CT and has over 22 years of experience in the finance industry.
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