RIA Intel›Advisers›Connecticut›COMMONWEALTH STRATEGIC ADVISORY LLC

COMMONWEALTH STRATEGIC ADVISORY LLC

Advisory

N·NEW CANAAN, CT

Data as of May 9, 2018 · Source: SEC Form ADV

Total AUM
$457M
1-Year AUM Growth
-29.7%
3-Year CAGR
+29.1%
Employees
2
Assets Under Management
Total AUM$457M
Discretionary AUM$0
Non-Discretionary AUM$457M
Discretionary %0%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingApr 2, 2014
Latest FilingMay 9, 2018
🔒 Full AUM trend chart and 16 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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