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Marita Anne Wein

ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.·SOUTHPORT, Connecticut
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2960 POST ROAD, SOUTHPORT, CT 06890CRD# 1308639Firm CRD# 111263
01

About

Marita Anne Wein is a registered financial advisor based in SOUTHPORT, Connecticut, affiliated with ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.. 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
ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.
ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.
AUM
$28M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ALTERNATIVE INVESTMENT GROUP SERVICES, L.P. →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1308639
Firm CRD# 111263
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marita Anne Wein offer?
Marita Anne Wein specializes in Retirement Planning. Contact their office in SOUTHPORT, Connecticut for a consultation.
What are Marita Anne Wein's credentials?
Marita Anne Wein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marita Anne Wein located?
Marita Anne Wein is based in SOUTHPORT, Connecticut, working with ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.. Their office serves clients in the SOUTHPORT metropolitan area and surrounding communities.
How does Marita Anne Wein charge for services?
Marita Anne Wein'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 ALTERNATIVE INVESTMENT GROUP SERVICES, L.P.?
ALTERNATIVE INVESTMENT GROUP SERVICES, L.P. has approximately 9 employees and manages $28M 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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