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Allison Pykett Donaldson

HTG INVESTMENT ADVISORS INC·NEW CANAAN, Connecticut
Unclaimed Profile
50 LOCUST AVENUE, NEW CANAAN, CT 06840CRD# 2209598Firm CRD# 108614
01

About

Allison Pykett Donaldson is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with HTG INVESTMENT ADVISORS INC. 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
HTG INVESTMENT ADVISORS INC
HTG INVESTMENT ADVISORS INC
AUM
$860M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HTG INVESTMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2209598
Firm CRD# 108614
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allison Pykett Donaldson offer?
Allison Pykett Donaldson specializes in Financial Planning, Investment Management. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are Allison Pykett Donaldson's credentials?
Allison Pykett Donaldson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allison Pykett Donaldson located?
Allison Pykett Donaldson is based in NEW CANAAN, Connecticut, working with HTG INVESTMENT ADVISORS INC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does Allison Pykett Donaldson charge for services?
Allison Pykett Donaldson'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 HTG INVESTMENT ADVISORS INC?
HTG INVESTMENT ADVISORS INC has approximately 13 employees and manages $860M 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)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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