RIA Intel›Advisers›Connecticut›YOUR CHOICE FINANCIAL, LLC

YOUR CHOICE FINANCIAL, LLC

Advisory

CT

Data as of Jan 21, 2023 · Source: SEC Form ADV

Rank in CT

#1,293

of 1,312 advisers by AUM

Average account

$147K

across 5 accounts

AUM per adviser

$733K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2023.

Total AUM

$733K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$733K

Discretionary AUM$0

Non-Discretionary AUM$733K

Discretionary %0%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

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

5 clients

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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GLOBAL HILL WEALTH ADVISORS LLC

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