Filomeno Wealth Management, LLC (West Hartford)

Filomeno Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Filomeno Wealth Management: assets under management

The assets under management (AUM) of Filomeno Wealth Management, LLC is $58.07 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.72 million in discretionary accounts and $14.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.56 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.79 million.

Filomeno Wealth Management has custody of $1.31 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Filomeno Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in West Hartford

The principal office where Filomeno Wealth Management, LLC performs its advisory services is located at 80 South Main Street, West Hartford, CT 06107, which is also the mailing address of the firm. An additional office of the firm is in West Haven, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-561-0020 or by fax 860-561-4347. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.filomeno.com.

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