HTG Investment Advisors

Trust Score 97%
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Last updated: August 21st, 2019. Data source: SEC filings.


HTG Investment Advisors, federally registered in 1998, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 10 advisors. HTG Investment Advisors manages $541.6 million and provides investment advisory services for 316 clients (1:32 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,714,010
Hybrid Advisor No
Disciplinary History No
Total AUM $541.6 million
Advisor / Client Ratio 1:32
Headquarters New Canaan, CT
SEC Filings Forms and Brochures    (CRD # 108614)
State(s) Registered CA, CT, FL, ME, MA, NJ, NY, OH, PA, VA

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