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Helen Lovely Francis

CROSS SOUND MANAGEMENT LLC·WILTON, Connecticut
Unclaimed Profile
10 WESTPORT ROAD, BUILDING C, WILTON, CT 06897CRD# 6672037Firm CRD# 284343
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About

Helen Lovely Francis is a registered financial advisor based in WILTON, Connecticut, affiliated with CROSS SOUND MANAGEMENT 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
CROSS SOUND MANAGEMENT LLC
CROSS SOUND MANAGEMENT LLC
AUM
$135M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CROSS SOUND MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6672037
Firm CRD# 284343
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Helen Lovely Francis offer?
Helen Lovely Francis specializes in Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.
What are Helen Lovely Francis's credentials?
Helen Lovely Francis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Helen Lovely Francis located?
Helen Lovely Francis is based in WILTON, Connecticut, working with CROSS SOUND MANAGEMENT LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Helen Lovely Francis charge for services?
Helen Lovely Francis'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 CROSS SOUND MANAGEMENT LLC?
CROSS SOUND MANAGEMENT LLC is a registered investment adviser with the SEC, managing $135M in regulatory assets under management. See their Form ADV for full details.
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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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