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Briggs Wealth Management, Inc.

● SEC registered since 2006CRD 125518SEC# 801-66556Glastonbury, CT
Export (members)
Reg. AUM
$258.7M
Employees
6
Accounts
696
Location
Glastonbury, CT

Briggs Wealth Management, Inc. assets under management

Briggs Wealth Management, Inc. operates as an SEC-registered investment adviser based in Glastonbury, CT. The firm has been registered since 2006. It reports $258.7 million in regulatory assets under management and employs 6 people.
www.briggswealthmgmt.comView on SEC.gov ↗

Briggs Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Mark Vincent Briggs ControlPresident/Chief Compliance OfficerOver 75%2000

Frequently asked questions

How much does Briggs Wealth Management, Inc. manage?

Briggs Wealth Management, Inc. reports $258.7 million in regulatory assets under management on its Form ADV.

How many employees does Briggs Wealth Management, Inc. have?

Briggs Wealth Management, Inc. reports 6 employees.

Where is Briggs Wealth Management, Inc. located?

Briggs Wealth Management, Inc. is based in Glastonbury, CT and has been SEC-registered since 2006.

Does Briggs Wealth Management, Inc. disclose fund performance?

Briggs Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address221 Addison Road, Unit101, Glastonbury, CT 06033
Phone860-633-8988
Fax860-657-4878
Office hours8:00 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$204.4M
Non-discretionary$54.4M
Total (RAUM)$258.7M