New England Guild Wealth Advisors is an investment advisor in Avon with $396.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61323290
SEC advisor number
801-39648
FINRA CRD number
106400
AUM ?
$396.54 mm
(as of 27 Jan 23)
Accounts
716
(as of 27 Jan 23)
Employees
7
(4 investment advisory or research)
Address
New England Guild Wealth Advisors
139 SIMSBURY ROAD
AVON
CT 06001
139 SIMSBURY ROAD
AVON
CT 06001
Phone
8602363301
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Jan 22
13F-HR
Quarterly holdings report by institutional manager
7 Oct 21
13F-HR
Quarterly holdings report by institutional manager
12 Jul 21
13F-HR
Quarterly holdings report by institutional manager
8 Apr 21
13F-HR
Quarterly holdings report by institutional manager
15 Jan 21
13F-HR
Quarterly holdings report by institutional manager
5 Oct 20