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Thomas X. Fritsch

HAVEN ASSET MANAGEMENT (INSURANCE) LLC·GREENWICH, Connecticut
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ONE FAWCETT PLACE, GREENWICH, CT 06830CRD# 5316079Firm CRD# 292711
01

About

Thomas X. Fritsch is a registered financial advisor based in GREENWICH, Connecticut, affiliated with HAVEN ASSET MANAGEMENT (INSURANCE) LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
HAVEN ASSET MANAGEMENT (INSURANCE) LLC
HAVEN ASSET MANAGEMENT (INSURANCE) LLC
AUM
$107M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HAVEN ASSET MANAGEMENT (INSURANCE) LLC →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5316079
Firm CRD# 292711
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas X. Fritsch offer?
Thomas X. Fritsch specializes in Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Thomas X. Fritsch's credentials?
Thomas X. Fritsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas X. Fritsch located?
Thomas X. Fritsch is based in GREENWICH, Connecticut, working with HAVEN ASSET MANAGEMENT (INSURANCE) LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Thomas X. Fritsch charge for services?
Thomas X. Fritsch's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAVEN ASSET MANAGEMENT (INSURANCE) LLC?
HAVEN ASSET MANAGEMENT (INSURANCE) LLC has approximately 6 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
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STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
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