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HT PARTNERS LLC
HT PARTNERS LLC
CENTERBROOK, Connecticut
·
3 registered advisors
·
CRD# 147400
SEC# 801-69512
0
860-662-4197
01
Firm Overview
AUM
$486M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HT PARTNERS LLC
3 registered advisors
Christopher J. Koehm
CENTERBROOK, Connecticut
CRD# 5540551
Frederick Cheung
ESSEX, Connecticut
CRD# 5687884
Peter Joseph Decker
CENTERBROOK, Connecticut
CRD# 2623858
05
Office Locations
CENTERBROOK, Connecticut
2 advisors
ESSEX, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. HT PARTNERS LLC (CRD# 147400) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.