Investment adviser · CRD 145450

FILOMENO WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

WEST HARTFORD, CT, United States · Form ADV filed Jun 3, 2014

Regulatory AUM
$58.1M
Form ADV · Item 5.F
Client accounts
36
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jun 3, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

80 SOUTH MAIN STREET
WEST HARTFORD, CT, 06107, United States

CRD 145450

Filing source

Form ADV 827976 · Jun 3, 2014 · 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.