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POST ROAD GROUP LLC
POST ROAD GROUP LLC
STAMFORD, Connecticut
·
6 registered advisors
·
CRD# 288459
SEC# 801-110674
0
203-518-8460
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
24
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at POST ROAD GROUP LLC
6 registered advisors
Adam David Nadborny
STAMFORD, Connecticut
CRD# 6002898
Dana B Davis
STAMFORD, Connecticut
CRD# 7894533
Jason Bradford Carney
STAMFORD, Connecticut
CRD# 4310450
Jeff James Baisley
STAMFORD, Connecticut
CRD# 4422415
Kevin Charles Davis
STAMFORD, Connecticut
CRD# 2905806
Michael Edward Bogdan
STAMFORD, Connecticut
CRD# 3110709
05
Office Locations
STAMFORD, Connecticut
6 advisors
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Data sourced from SEC Form ADV filings. POST ROAD GROUP LLC (CRD# 288459) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.