RIA Intel›Advisers›Connecticut›MYFINANCIALPRO, LLC

MYFINANCIALPRO, LLC

Advisory

SHELTON, CT

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in CT

#970

of 1,312 advisers by AUM

Average account

$408K

across 143 accounts

AUM per adviser

$58M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$58M

Discretionary AUM$58M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, FL, NY, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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IRON PATH WEALTH MANAGEMENT, INC.

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IVEY MANAGEMENT, LLC

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