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Julina Lee Ogilvie

PRINCIPLE WEALTH PARTNERS LLC·MADISON, Connecticut
Unclaimed Profile
670 BOSTON POST ROAD, MADISON, CT 06443CRD# 2928883Firm CRD# 290180
01

About

Julina Lee Ogilvie is a registered financial advisor based in MADISON, Connecticut, affiliated with PRINCIPLE WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRINCIPLE WEALTH PARTNERS LLC
PRINCIPLE WEALTH
AUM
$2.2B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at PRINCIPLE WEALTH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2928883
Firm CRD# 290180
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julina Lee Ogilvie offer?
Julina Lee Ogilvie specializes in Financial Planning, Investment Management. Contact their office in MADISON, Connecticut for a consultation.
What are Julina Lee Ogilvie's credentials?
Julina Lee Ogilvie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julina Lee Ogilvie located?
Julina Lee Ogilvie is based in MADISON, Connecticut, working with PRINCIPLE WEALTH PARTNERS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Julina Lee Ogilvie charge for services?
Julina Lee Ogilvie's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRINCIPLE WEALTH PARTNERS LLC?
PRINCIPLE WEALTH PARTNERS LLC has approximately 25 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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