Active
EAST GUILFORD FINANCIAL SERVICES LLC
Investment Advice|MADISON, CT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$180.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 112.4M |
| Non-Discretionary | 68.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 127481 |
| SEC Number | 801-122915 |
| Street Address | 145 DURHAM ROAD, STE. 9 |
| Location | MADISON, CT 06443 |
| Country | United States |
| Phone | 203-318-1177 |
| Fax | 203-318-1117 |
| Total Employees | 1 |
| Business Types | insurance_broker |
Client Count by Type (310 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 259 |
| High Net Worth Individual… | 51 |
Community Partners
BOROUGH OF WOODMONT
CITY OF MILFORD
TOWN OF BETHANY
TOWN OF BRANFORD
TOWN OF EAST HAVEN
TOWN OF GUILFORD
TOWN OF MADISON
TOWN OF NORTH BRANFORD
TOWN OF ORANGE
TOWN OF WALLINGFORD
TOWN OF WOODBRIDGE
BOROUGH OF WOODMONT
CITY OF MILFORD
TOWN OF BETHANY
TOWN OF BRANFORD
TOWN OF EAST HAVEN
TOWN OF GUILFORD
TOWN OF MADISON
TOWN OF NORTH BRANFORD
TOWN OF ORANGE
TOWN OF WALLINGFORD
TOWN OF WOODBRIDGE
BOROUGH OF WOODMONT
CITY OF MILFORD
TOWN OF BETHANY
TOWN OF BRANFORD
TOWN OF EAST HAVEN
TOWN OF GUILFORD
TOWN OF MADISON
TOWN OF NORTH BRANFORD
TOWN OF ORANGE
TOWN OF WALLINGFORD
TOWN OF WOODBRIDGE
Municipal Government
11 Active
11
Organizations
BARBERRY FARMS ASSOCIATION/TAX DISTRICT
BRANFORD TOWN HOUSING AUTHORITY
CASTLE ROCK TAX DISTRICT
CEDAR HILLS INFRASTRUCTURE IMPROVEMENT DISTRICT
CENTER TAXING DISTRICT
CIVIC ASSOCIATION OF SHORT BEACH TAX DISTRICT
EASTERN INDIAN NECK ASSOCIATION/TAX DISTRICT
EAST HAVEN HOUSING AUTHORITY
FIRST FIRE TAXATION DISTRICT
GRANITE BAY ASSOCIATION/TAX DISTRICT
GREATER NEW HAVEN REGIONAL WATER POLLUTION CONTROL AUTHORITY
GREENS TAX DISTRICT
GUILFORD HOUSING AUTHORITY
GUILFORD LAKES IMPROVEMENT ASSOCIATION/TAX DISTRICT
GULL BEACH ASSOCIATION/TAX DISTRICT
HAMDEN TOWN HOUSING AUTHORITY
HARBOUR VILLAGE TAX DISTRICT
HOTCHKISS GROVE SHORE DISTRICT
INDIAN COVE ASSOCIATION/TAX DISTRICT
JOHNSONS POINT DISTRICT
BARBERRY FARMS ASSOCIATION/TAX DISTRICT
BRANFORD TOWN HOUSING AUTHORITY
CASTLE ROCK TAX DISTRICT
CEDAR HILLS INFRASTRUCTURE IMPROVEMENT DISTRICT
CENTER TAXING DISTRICT
CIVIC ASSOCIATION OF SHORT BEACH TAX DISTRICT
EASTERN INDIAN NECK ASSOCIATION/TAX DISTRICT
EAST HAVEN HOUSING AUTHORITY
FIRST FIRE TAXATION DISTRICT
GRANITE BAY ASSOCIATION/TAX DISTRICT
GREATER NEW HAVEN REGIONAL WATER POLLUTION CONTROL AUTHORITY
GREENS TAX DISTRICT
GUILFORD HOUSING AUTHORITY
GUILFORD LAKES IMPROVEMENT ASSOCIATION/TAX DISTRICT
GULL BEACH ASSOCIATION/TAX DISTRICT
HAMDEN TOWN HOUSING AUTHORITY
HARBOUR VILLAGE TAX DISTRICT
HOTCHKISS GROVE SHORE DISTRICT
INDIAN COVE ASSOCIATION/TAX DISTRICT
JOHNSONS POINT DISTRICT
BARBERRY FARMS ASSOCIATION/TAX DISTRICT
BRANFORD TOWN HOUSING AUTHORITY
CASTLE ROCK TAX DISTRICT
CEDAR HILLS INFRASTRUCTURE IMPROVEMENT DISTRICT
CENTER TAXING DISTRICT
CIVIC ASSOCIATION OF SHORT BEACH TAX DISTRICT
EASTERN INDIAN NECK ASSOCIATION/TAX DISTRICT
EAST HAVEN HOUSING AUTHORITY
FIRST FIRE TAXATION DISTRICT
GRANITE BAY ASSOCIATION/TAX DISTRICT
GREATER NEW HAVEN REGIONAL WATER POLLUTION CONTROL AUTHORITY
GREENS TAX DISTRICT
GUILFORD HOUSING AUTHORITY
GUILFORD LAKES IMPROVEMENT ASSOCIATION/TAX DISTRICT
GULL BEACH ASSOCIATION/TAX DISTRICT
HAMDEN TOWN HOUSING AUTHORITY
HARBOUR VILLAGE TAX DISTRICT
HOTCHKISS GROVE SHORE DISTRICT
INDIAN COVE ASSOCIATION/TAX DISTRICT
JOHNSONS POINT DISTRICT
Special District
50 Active
50
Organizations
BETHANY COMMUNITY SCHOOLS
BRANFORD TOWN SCHOOLS
EAST HAVEN TOWN SCHOOLS
HAMDEN TOWN SCHOOLS
MADISON PUBLIC SCHOOLS
MERIDEN CITY SCHOOLS
MILFORD PUBLIC SCHOOLS
NEW HAVEN CITY SCHOOLS
NORTH BRANFORD TOWN SCHOOLS
NORTH HAVEN TOWN SCHOOLS
ORANGE TOWN SCHOOLS
REGIONAL SCHOOL DISTRICT 5
WALLINGFORD TOWN SCHOOLS
WEST HAVEN PUBLIC SCHOOLS
WOODBRIDGE PUBLIC SCHOOLS
BETHANY COMMUNITY SCHOOLS
BRANFORD TOWN SCHOOLS
EAST HAVEN TOWN SCHOOLS
HAMDEN TOWN SCHOOLS
MADISON PUBLIC SCHOOLS
MERIDEN CITY SCHOOLS
MILFORD PUBLIC SCHOOLS
NEW HAVEN CITY SCHOOLS
NORTH BRANFORD TOWN SCHOOLS
NORTH HAVEN TOWN SCHOOLS
ORANGE TOWN SCHOOLS
REGIONAL SCHOOL DISTRICT 5
WALLINGFORD TOWN SCHOOLS
WEST HAVEN PUBLIC SCHOOLS
WOODBRIDGE PUBLIC SCHOOLS
BETHANY COMMUNITY SCHOOLS
BRANFORD TOWN SCHOOLS
EAST HAVEN TOWN SCHOOLS
HAMDEN TOWN SCHOOLS
MADISON PUBLIC SCHOOLS
MERIDEN CITY SCHOOLS
MILFORD PUBLIC SCHOOLS
NEW HAVEN CITY SCHOOLS
NORTH BRANFORD TOWN SCHOOLS
NORTH HAVEN TOWN SCHOOLS
ORANGE TOWN SCHOOLS
REGIONAL SCHOOL DISTRICT 5
WALLINGFORD TOWN SCHOOLS
WEST HAVEN PUBLIC SCHOOLS
WOODBRIDGE PUBLIC SCHOOLS
School District
15 Active
15
Organizations
07006 WILLIAM M WYMAN CHAPTER
103 ANG CONSOLIDATED MESS INC
ABANDONED ANIMALS
ACT II Thrift Shop Inc
ADLER ANIMAL WELFARE INCORPORATED
AFRICAN CHRISTIAN FELLOWSHIP NEW HAVEN INC
A KINDER GROUND NONPROFIT INC
ALLIANCE CHILDRENS THEATRE
ALLIE'S DREAM INC
AMERICA FOR UKRAINE
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES L1138
AMERICAN FEDERATION OF TEACHERS 4200A
AMERICAN FRIENDS OF LE KORSA, INC.
AMERICAN FRIENDS OF LEO BAECK COLLEGE INC
AMERICAN LEGION
AMERICAN LEGION
07006 WILLIAM M WYMAN CHAPTER
103 ANG CONSOLIDATED MESS INC
ABANDONED ANIMALS
ACT II Thrift Shop Inc
ADLER ANIMAL WELFARE INCORPORATED
AFRICAN CHRISTIAN FELLOWSHIP NEW HAVEN INC
A KINDER GROUND NONPROFIT INC
ALLIANCE CHILDRENS THEATRE
ALLIE'S DREAM INC
AMERICA FOR UKRAINE
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES L1138
AMERICAN FEDERATION OF TEACHERS 4200A
AMERICAN FRIENDS OF LE KORSA, INC.
AMERICAN FRIENDS OF LEO BAECK COLLEGE INC
AMERICAN LEGION
AMERICAN LEGION
07006 WILLIAM M WYMAN CHAPTER
103 ANG CONSOLIDATED MESS INC
ABANDONED ANIMALS
ACT II Thrift Shop Inc
ADLER ANIMAL WELFARE INCORPORATED
AFRICAN CHRISTIAN FELLOWSHIP NEW HAVEN INC
A KINDER GROUND NONPROFIT INC
ALLIANCE CHILDRENS THEATRE
ALLIE'S DREAM INC
AMERICA FOR UKRAINE
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES L1138
AMERICAN FEDERATION OF TEACHERS 4200A
AMERICAN FRIENDS OF LE KORSA, INC.
AMERICAN FRIENDS OF LEO BAECK COLLEGE INC
AMERICAN LEGION
AMERICAN LEGION
Nonprofit Organization
821 Active
821
Organizations
Community Partners126 organizations
BOROUGH OF WOODMONT
Municipal Government·MILFORD
TOWN OF BETHANY
Municipal Government·BETHANY
TOWN OF MADISON
Municipal Government·MADISON
TOWN OF ORANGE
Municipal Government·ORANGE
BARBERRY FARMS ASSOCIATION/TAX DISTRICT
Special District·MADISON
CASTLE ROCK TAX DISTRICT
Special District·BRANFORD
CEDAR HILLS INFRASTRUCTURE IMPROVEMENT DISTRICT
Special District·NORTH HAVEN
CENTER TAXING DISTRICT
Special District·WEST HAVEN
FIRST FIRE TAXATION DISTRICT
Special District·WEST HAVEN
GRANITE BAY ASSOCIATION/TAX DISTRICT
Special District·BRANFORD
GUILFORD HOUSING AUTHORITY
Special District·GUILFORD
GULL BEACH ASSOCIATION/TAX DISTRICT
Special District·WEST HAVEN
HARBOUR VILLAGE TAX DISTRICT
Special District·BRANFORD
HOTCHKISS GROVE SHORE DISTRICT
Special District·BRANFORD
INDIAN COVE ASSOCIATION/TAX DISTRICT
Special District·GUILFORD
JOHNSONS POINT DISTRICT
Special District·BRANFORD
LEE MANOR ASSOCIATION/TAX DISTRICT
Special District·MADISON
LEETES ISLAND BEACH ASSOCIATION/TAX DISTRICT
Special District·GUILFORD
MERIDEN HOUSING AUTHORITY
Special District·MERIDEN
MERIDEN TRANSIT DISTRICT
Special District·MERIDEN
MULBERRY BEACH ASSOCIATION/TAX DISTRICT
Special District·GUILFORD
NORTH BRANFORD CITY HOUSING AUTHORITY
Special District·N BRANFORD
NORTH HAVEN HOUSING AUTHORITY
Special District·NORTH HAVEN
OLD QUARRY ASSOCIATION/TAX DISTRICT
Special District·GUILFORD
OVERSHORE ASSOCIATION/TAX DISTRICT
Special District·MADISON
PLYMOUTH COLONY TAX DISTRICT
Special District·TERRYVILLE
POINT BEACH IMPROVEMENT ASSOCIATION INC/TAX DISTRICT
Special District·MILFORD
SEAFIELDS ASSOCIATION INCORPORATED/TAX DISTRICT
Special District·MADISON
SEAVIEW BEACH ASSOCIATION/TAX DISTRICT
Special District·MADISON
STONEGATE TAX DISTRICT
Special District·BRANFORD
STONY CREEK ASSOCIATION/TAX DISTRICT
Special District·BRANFORD
SUNRISE DISTRICT
Special District·GUILFORD
THIMBLE ISLANDS FERRY DISTRICT
Special District·BRANFORD
TURTLE BAY DISTRICT
Special District·HARTFORD
TUTTLES POINT BEACH ASSOCIATION/TAX DISTRICT
Special District·GUILFORD
WALLINGFORD HOUSING AUTHORITY
Special District·WALLINGFORD
07006 WILLIAM M WYMAN CHAPTER
Nonprofit Organization·Wallingford
103 ANG CONSOLIDATED MESS INC
Nonprofit Organization·Orange
ABANDONED ANIMALS
Nonprofit Organization·Bethany
ACT II Thrift Shop Inc
Nonprofit Organization·Madison
ADLER ANIMAL WELFARE INCORPORATED
Nonprofit Organization·MADISON
AFRICAN CHRISTIAN FELLOWSHIP NEW HAVEN INC
Nonprofit Organization·WOODBRIDGE
A KINDER GROUND NONPROFIT INC
Nonprofit Organization·Wallingford
ALLIANCE CHILDRENS THEATRE
Nonprofit Organization·WALLINGFORD
ALLIE'S DREAM INC
Nonprofit Organization·WOODBRIDGE
AMERICA FOR UKRAINE
Nonprofit Organization·Orange
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Orange
AMERICAN FEDERATION OF STATE COUNTY
Nonprofit Organization·WALLINGFORD
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Wallingford
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Madison
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES L1138
Nonprofit Organization·WALLINGFORD
AMERICAN FEDERATION OF TEACHERS 4200A
Nonprofit Organization·WALLINGFORD
AMERICAN FRIENDS OF LE KORSA, INC.
Nonprofit Organization·BETHANY
AMERICAN FRIENDS OF LEO BAECK COLLEGE INC
Nonprofit Organization·Orange
AMERICAN LEGION
Nonprofit Organization·Madison
AMERICAN LEGION
Nonprofit Organization·Wallingford
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Madison
AMERICAN LEGION AUXILIARY
Nonprofit Organization·WALLINGFORD
AMERICAN LEGION JOHN M SIEDLICKI POST 187
Nonprofit Organization·Wallingford
AMERICAN LEGION POST 127
Nonprofit Organization·ORANGE
AMERICAN NEPHROLOGY NURSES ASSOCIATION
Nonprofit Organization·WALLINGFORD
AMERICAN PRODUCTION & INVEN CONTRL SOCIETY APICS NEW HAVEN CT
Nonprofit Organization·Wallingford
AMITY ANIMAL RESCUE FUND INC
Nonprofit Organization·Bethany
AMITY EDUCATION ASSOCIATION
Nonprofit Organization·WALLINGFORD
AMITY GIRLS YOUTH LACROSSE ASSOCIATION INC
Nonprofit Organization·Orange
AMITY GRIDIRON CLUB
Nonprofit Organization·ORANGE
Amity High School Athletic Booster Club
Nonprofit Organization·Woodbridge
AMITY HIGH SCHOOL PTSO INC
Nonprofit Organization·WOODBRIDGE
AMITY MIDDLE SCHOOL ORANGE PTSO INC
Nonprofit Organization·Orange
AMITY REGIONAL AQUATIC CLUB INC
Nonprofit Organization·ORANGE
Amity Teen Center Inc
Nonprofit Organization·Woodbridge
AMITY & WOODBRIDGE HISTORICAL SOCIETY INCORPORATED
Nonprofit Organization·Woodbridge
AMITY YOUTH FOOTBALL AND CHEERLEADING INC
Nonprofit Organization·Woodbridge
AMITY YOUTH FOOTBALL INC
Nonprofit Organization·Orange
AMITY YOUTH LACROSSE
Nonprofit Organization·Orange
AMVETS
Nonprofit Organization·Wallingford
AMVETS
Nonprofit Organization·Wallingford
AMVETS
Nonprofit Organization·Wallingford
AMVETS
Nonprofit Organization·Wallingford
ANCIENT FREE & ACCEPTED MASONS
Nonprofit Organization·WALLINGFORD
ANCIENT FREE & ACCEPTED MASONS OF CONNECTICUT
Nonprofit Organization·WALLINGFORD
ANCIENT FREE & ACCEPTED MASONS OF CONNECTICUT
Nonprofit Organization·Madison
ANCIENT FREE AND ACCEPTED MASONS OF CONNECTICUT
Nonprofit Organization·Wallingford
APK CHARITIES CORPORATION
Nonprofit Organization·MADISON
APOSTOLATE OF THE MASS INC
Nonprofit Organization·WALLINGFORD
ARABIAN HORSE CLUB OF CT
Nonprofit Organization·WALLINGFORD