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BUELL INVESTMENT ADVISORS LLC

Advisory

GLASTONBURY, CT

Data as of Jul 8, 2024 · Source: SEC Form ADV

Rank in CT
#1,063
of 1,312 advisers by AUM
Average account
$332K
across 106 accounts
AUM per adviser
$9M
4 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2024.

Total AUM
$35M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$35M
Discretionary AUM$1M
Non-Discretionary AUM$34M
Discretionary %3%
Total Clients106
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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