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Spurstone

Headquartered in HIGGANUM, CT

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Firm Information

Spurstone is an investment advisory firm based in Higganum, Connecticut. They provide financial planning, portfolio management for individuals and corporations, and selection of other advisers. They manage approximately $155,415,160 in assets for 443 clients, primarily high-net-worth individuals, corporations, and individuals other than high-net-worth.

Spurstone

12 SCOVIL RD

HIGGANUM, CT 06441

$155.42M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SPURSTONE has a total of 1 branch locations across the country.
location

HIGGANUM, CT

Advisors at Spurstone

View All 2 Advisors
Unclaimed
Theodore Martin Degroot

RA

HIGGANUM, CT

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Timothy R Golas

RA

HIGGANUM, CT

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Disclosures

There are no public disclosures for Spurstone.

Frequently Asked Questions (6)

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