Claim Profile
LK

Linda C Knierim

FILOMENO WEALTH MANAGEMENT, LLC·WEST HARTFORD, Connecticut
Unclaimed Profile
80 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 6206064Firm CRD# 145450
01

About

Linda C Knierim 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
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# 6206064
Firm CRD# 145450
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Linda C Knierim offer?
Linda C Knierim specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Linda C Knierim's credentials?
Linda C Knierim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda C Knierim located?
Linda C Knierim 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 Linda C Knierim charge for services?
Linda C Knierim'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty