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SPURSTONE ADVISORY SERVICES, LLC
SPURSTONE ADVISORY SERVICES, LLC
SPURSTONE
HIGGANUM, Connecticut
·
2 registered advisors
·
CRD# 284158
SEC# 801-127573
0
860-264-1111
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SPURSTONE ADVISORY SERVICES, LLC
2 registered advisors
Theodore Martin Degroot
HIGGANUM, Connecticut
CRD# 3259211
Timothy R Golas
HIGGANUM, Connecticut
CRD# 4955538
05
Office Locations
HIGGANUM, Connecticut
2 advisors
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Data sourced from SEC Form ADV filings. SPURSTONE ADVISORY SERVICES, LLC (CRD# 284158) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.