other names
  • CT FINANCIAL PARTNERS, LLC

Adviser Profile

Registration status Terminated
As of Date 09/28/2023
ADV Location MAUMEE, OH, United States
Adviser Type - No longer eligible
Number of Employees 2
of those in investment advisory functions 1
AUM* 0
of that, discretionary 0
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 419 xxxxxxx

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees