Be advised. This firm is no longer registered.

Winfield Glen Advisors, LLC

Winfield Glen Advisors, LLC (CRD# 126232) is a financial advisory firm headquartered in Stamford, CT. They manage $7,600,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $844,444
Compensation Options
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Winfield Glen Advisors, LLC
No Advisor Found.
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