GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC

GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC of GLASTONBURY, CT is an SEC-registered investment adviser (CRD 127288). Regulatory assets under management: $32.3M.

Registration

• CRD: 127288
• Type: Registered investment adviser
• Location: 655 WINDING BROOK DR; 2ND FL, GLASTONBURY, CT, 06033
• Phone: 860-659-0357
• Latest filing: 2025-11-21
• Regulatory AUM: $32.3M
• Discretionary AUM: $32.3M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127288 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search