Sursum Financial LLC
Sursum Financial LLC (CRD# 317529) is a financial advisory firm headquartered in Old Saybrook, CT. They manage $1,457,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sursum Financial LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$182,125
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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 Sursum Financial LLC
1
Richard Kos (CRD# 1805476) is an Investment Advisor Representative working at Sursum Financial LLC in Madison, CT and has over 35 years of experience in the finance industry.
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