Assets Under Management
$2.7B
Number of Clients
1,093
Number of Advisors
18
Average Client AUM
$2.4M
AUM per Advisor
$147.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Principle Wealth Partners provides investment advisory services to individuals, high-net-worth individuals, trusts, estates, retirement plans, and corporations. Services include investment management, financial planning, and trust/fiduciary services. They may utilize independent managers and offer retirement plan advisory services.
670 Boston Post Road, Madison, CT, 06443