FILOMENO WEALTH MANAGEMENT, LLC

WEST HARTFORD, Connecticut·6 registered advisors·CRD# 145450
SEC# 801-68464860-561-0020
01

Firm Overview

AUM
$58M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FILOMENO WEALTH MANAGEMENT, LLC

6 registered advisors
George Maxymillian Thomson
WEST HARTFORD, Connecticut
James Gerard Russell
WEST HARTFORD, Connecticut
Judith Ellen Saunders
WEST HARTFORD, Connecticut
Kathleen M Christensen
WEST HARTFORD, Connecticut
Linda C Knierim
WEST HARTFORD, Connecticut
Thomas Joseph Filomeno
WEST HARTFORD, Connecticut
05

Office Locations

WEST HARTFORD, Connecticut
6 advisors

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Data sourced from SEC Form ADV filings. FILOMENO WEALTH MANAGEMENT, LLC (CRD# 145450) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.