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Spurstone Advisory Services, LLC

● SEC registered since 2023CRD 284158SEC# 801-127573Higganum, CT
Export (members)
Reg. AUM
$155.4M
Employees
3
Accounts
443
Location
Higganum, CT

Spurstone Advisory Services, LLC assets under management

Spurstone Advisory Services, LLC operates as an SEC-registered investment adviser based in Higganum, CT. The firm has been registered since 2023. It reports $155.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/spurstone-executive-wealth-solutionsView on SEC.gov ↗

Spurstone Advisory Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Theodore Martin Degroot ControlManaging Member50-75%2016
Timothy R Golas ControlManaging Member And Cco50-75%2016

Frequently asked questions

How much does Spurstone Advisory Services, LLC manage?

Spurstone Advisory Services, LLC reports $155.4 million in regulatory assets under management on its Form ADV.

How many employees does Spurstone Advisory Services, LLC have?

Spurstone Advisory Services, LLC reports 3 employees.

Where is Spurstone Advisory Services, LLC located?

Spurstone Advisory Services, LLC is based in Higganum, CT and has been SEC-registered since 2023.

Does Spurstone Advisory Services, LLC disclose fund performance?

Spurstone Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12 Scovil Rd, Higganum, CT 06441
Phone860-264-1111
Office hours9:30a.m. - 4:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155.4M
Non-discretionary$0
Total (RAUM)$155.4M