Sheptoff Mark Financial Planning LLC is a large advisory firm based in Glastonbury. It manages $66.29 million of regulatory assets for 447 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Sheptoff Mark Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sheptoff Mark Financial Planning LLC is $66.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sheptoff Mark Financial Planning LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sheptoff Mark Financial Planning LLC performs its advisory services is located at 111 New London Turnpike, Glastonbury, CT 06033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-659-0357 or by fax 1-860-657-9516. The normal business hours are 8:30am - 5:00pm on Monday - Friday.