Unclaimed Profile

James Gerard Russell

FILOMENO WEALTH MANAGEMENT, LLC·WEST HARTFORD, Connecticut

Clean recordFILOMENO WEALTH MANAGEMENT, LLC

80 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 4331226Firm CRD# 145450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Gerard Russell · WEST HARTFORD, CT

Registration

CRD #4331226 · FILOMENO WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FILOMENO WEALTH MANAGEMENT, LLC

AUM

$58M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4331226

Firm CRD# 145450

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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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