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James Carl Comis

INVERNESS MANAGEMENT, LLC·NEW CANAAN, Connecticut
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21 LOCUST AVENUE, SUITE 1-D, NEW CANAAN, CT 06840CRD# 1631511Firm CRD# 160909
01

About

James Carl Comis is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with INVERNESS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INVERNESS MANAGEMENT, LLC
INVERNESS MANAGEMENT, LLC
AUM
$173M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at INVERNESS MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1631511
Firm CRD# 160909
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Carl Comis offer?
James Carl Comis specializes in Retirement Planning. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are James Carl Comis's credentials?
James Carl Comis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Carl Comis located?
James Carl Comis is based in NEW CANAAN, Connecticut, working with INVERNESS MANAGEMENT, LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does James Carl Comis charge for services?
James Carl Comis'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 INVERNESS MANAGEMENT, LLC?
INVERNESS MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $173M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Connecticut
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Research
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