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Craig L Perrotta

TRUE NORTH MANAGEMENT GROUP, LLC·STAMFORD, Connecticut
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225 HIGH RIDGE ROAD, STAMFORD, CT 06905CRD# 5047280Firm CRD# 161042
01

About

Craig L Perrotta is a registered financial advisor based in STAMFORD, Connecticut, affiliated with TRUE NORTH MANAGEMENT GROUP, 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
TRUE NORTH MANAGEMENT GROUP, LLC
TRUE NORTH MANAGEMENT GROUP, LLC
AUM
$605M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at TRUE NORTH MANAGEMENT GROUP, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5047280
Firm CRD# 161042
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig L Perrotta offer?
Craig L Perrotta specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Craig L Perrotta's credentials?
Craig L Perrotta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig L Perrotta located?
Craig L Perrotta is based in STAMFORD, Connecticut, working with TRUE NORTH MANAGEMENT GROUP, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Craig L Perrotta charge for services?
Craig L Perrotta'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 TRUE NORTH MANAGEMENT GROUP, LLC?
TRUE NORTH MANAGEMENT GROUP, LLC has approximately 11 employees and manages $605M 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)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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