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James Gerard Russell

FILOMENO WEALTH MANAGEMENT, LLC·WEST HARTFORD, Connecticut
Unclaimed Profile
80 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 4331226Firm CRD# 145450
01

About

James Gerard Russell is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with FILOMENO WEALTH MANAGEMENT, 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
Nonprofits & Foundations
03

Firm Overview

Firm
FILOMENO WEALTH MANAGEMENT, LLC
FILOMENO WEALTH MANAGEMENT, LLC
AUM
$58M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FILOMENO WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4331226
Firm CRD# 145450
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Gerard Russell offer?
James Gerard Russell specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are James Gerard Russell's credentials?
James Gerard Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gerard Russell located?
James Gerard Russell is based in WEST HARTFORD, Connecticut, working with FILOMENO WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.
How does James Gerard Russell charge for services?
James Gerard Russell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FILOMENO WEALTH MANAGEMENT, LLC?
FILOMENO WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $58M 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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