THE INVESTMENT CONNECTION LLC

THE INVESTMENT CONNECTION LLC of BRIDGEWATER, NJ is an SEC-registered investment adviser (CRD 171533). Regulatory assets under management: $108.8M.

Registration

• CRD: 171533
• Type: Registered investment adviser
• Location: 991 ROUTE 22 WEST, BRIDGEWATER, NJ, 08807
• Phone: 908-595-2220
• Latest filing: 2026-03-15
• Regulatory AUM: $108.8M
• Discretionary AUM: $86.2M
• Non-discretionary AUM: $22.6M
• Clients: 2
• Accounts: 375

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171533 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search