Investment adviser · CRD 325407
CT FINANCIAL PARTNERS, LLC
Investment adviser filing (IA)
MAUMEE, OH, United States · Form ADV filed Jul 18, 2023
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 18, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1745 INDIAN WOOD CIRCLE, SUITE 250MAUMEE, OH, 43537, United States
CRD 325407
Filing source
Form ADV 1771849 · Jul 18, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.