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Somnio Financial Group, LLC

● SEC registered since 2024CRD 174217SEC# 801-129727Glastonbury, CT
Export (members)
Reg. AUM
$137.8M
Employees
4
Accounts
453
Location
Glastonbury, CT

Somnio Financial Group, LLC assets under management

Somnio Financial Group, LLC is an investment advisory firm registered with the SEC based in Glastonbury, CT. The firm has been registered since 2024. It reports $137.8 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/robert-roy-cfp%c2%ae-chfc%c2%ae-468091111View on SEC.gov ↗

Somnio Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Nicholas Raymond Roy ControlMember50-75%2009
Robert Norman Roy ControlMember50-75%2009
Robert Norman Roy ControlChief Compliance Officer50-75%2015

Frequently asked questions

How much does Somnio Financial Group, LLC manage?

Somnio Financial Group, LLC reports $137.8 million in regulatory assets under management on its Form ADV.

How many employees does Somnio Financial Group, LLC have?

Somnio Financial Group, LLC reports 4 employees.

Where is Somnio Financial Group, LLC located?

Somnio Financial Group, LLC is based in Glastonbury, CT and has been SEC-registered since 2024.

Does Somnio Financial Group, LLC disclose fund performance?

Somnio Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address140 Glastonbury Blvd, Suite 450, Glastonbury, CT 06033
Phone860-430-5500
Fax860-430-5504
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$137.8M
Non-discretionary$0
Total (RAUM)$137.8M