East Guilford Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$193,073,861
Total clients
301
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
301
Average account size
$641,441
About
East Guilford Financial Services provides discretionary and non-discretionary asset management, financial planning consultations, and mutual fund account servicing to individual investors as well as pension plans, charitable organizations and business clients. The firm offers ongoing portfolio management and targeted advisory projects, including advice on mutual funds, ETFs and certain insurance-based products.
The firm’s investment process centers on individualized investment policy development—assessing goals, time horizon, risk tolerance and liquidity needs—and generally emphasizes asset allocation and mutual fund/ETF selection and monitoring. Portfolios are reviewed regularly (weekly and often daily) with clients receiving consolidated quarterly reports and annual performance statements.
Noteworthy features include managing roughly $193 million in client assets while serving about 301 clients, which results in a client count per advisor that is unusually high compared with most independent firms. The firm’s principal is separately licensed as an insurance agent and discloses the resulting conflicts of interest and mitigation practices when insurance products are recommended.
Client services
Expertise
Fee options
0.5% annually
$200 per hour, negotiable
Main office location
East Guilford Financial Services LLC
145 Durham Road, Ste. 9
Madison CT 06443, United States
Number of offices
1
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · New York · Rhode Island · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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