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GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC

Advisory

GLASTONBURY, CT

Data as of Nov 21, 2025 · Source: SEC Form ADV

Rank in CT
#1,069
of 1,312 advisers by AUM
Average account
$752K
across 43 accounts
AUM per adviser
$32M
1 advisers

Source: SEC Form ADV. Figures as filed Nov 21, 2025.

Total AUM
$32M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees1
Investment Advisers1
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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