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Barbara M Ollinger

HTG Investment Advisors Inc.

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About Barbara M Ollinger

Barbara M. Ollinger is a financial advisor associated with HTG Investment Advisors Inc. Barbara has been in the financial services industry since January 1998 and has a Series 65 license. Barbara is a Certified Financial Planner and specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers.

Firm Information

Barbara Ollinger is currently registered with HTG Investment Advisors Inc.. HTG Investment Advisors Inc. is an investment advisor headquartered in NEW CANAAN, CT. The firm manages approximately $859,803,504 in assets for 1,390 clients. HTG Investment Advisors Inc. provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm also offers selection of other advisors services.
HTG Investment Advisors Inc.

50 LOCUST AVENUE

NEW CANAAN, CT 06840

$859.80M

Assets Under Management

Not reported

Total Clients

12

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.

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Barbara Ollinger’s Registration & Firm History

CT

04/28/2014 - Present

HTG Investment Advisors Inc. (NEW CANAAN CT)

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Licenses & Designations

IA

Issued 05/22/1998

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barbara M Ollinger.
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