INVERNESS MANAGEMENT, LLC

3 registered advisors·CRD# 160909
SEC# 802-1104540203-966-4177
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at INVERNESS MANAGEMENT, LLC

3 registered advisors
Dean Anderson
NEW CANAAN, Connecticut
James Carl Comis
NEW CANAAN, Connecticut
William Mccomb Dunwoody
NEW CANAAN, Connecticut
05

Office Locations

NEW CANAAN, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. INVERNESS MANAGEMENT, LLC (CRD# 160909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.