RIA Intel›Advisers›Connecticut›D'AGOSTINO & MAZZONE, LLC

D'AGOSTINO & MAZZONE, LLC

Advisory

ROCKY HILL, CT

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in CT
#1,047
of 1,312 advisers by AUM
Average account
$584K
across 65 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
65
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients65
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

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

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FREMONT WEALTH MANAGEMENT, LP
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PASCO ADVISORS, LLC
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$39M
BLAIR CAPITAL MANAGEMENT LLC
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