RIA Intelligence

SCHWARTZ & HOFFLICH LLP CPA

CRD #105438 SEC #801-4249 NORWALK, CT 203-847-4068
SEC Registered
Total AUM
$7.6M
Discretionary
$7.6M
Employees
--
Clients
101
Accounts
45

Firm Details

Organization Type
Limited Liability Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 14, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAYER, NEIL, HARRYIGENERAL PARTNERB Control
BAYER, NEIL, HARRYIGENERAL PARTNERB Control
BAYER, NEIL, HARRYIGENERAL PARTNERB Control
BAYER, NEIL, HARRYIGENERAL PARTNERB Control
BAYER, NEIL, HARRYIGENERAL PARTNERB Control
FELDMAN, LAWRENCEIGENERAL PARTNERB Control
FELDMAN, LAWRENCEIGENERAL PARTNERB Control
FELDMAN, LAWRENCEIGENERAL PARTNER, CHIEF COMPLIANCE OFFICERB Control
FELDMAN, LAWRENCEIGENERAL PARTNERB Control
FELDMAN, LAWRENCEIGENERAL PARTNERB Control
JEVNE, ANN, DUNSTANIGENERAL PARTNER, CHIEF COMPLIANCE OFFICERB
JEVNE, ANN, DUNSTANIGENERAL PARTNER, CHIEF COMPLIANCE OFFICERB
JEVNE, ANN, DUNSTANIGENERAL PARTNERB
JEVNE, ANN, DUNSTANIGENERAL PARTNER, CHIEF COMPLIANCE OFFICERB
JEVNE, ANN, DUNSTANIGENERAL PARTNERB
NEWMAN, BARRY, RICHARDIGENERAL PARTNERB
NEWMAN, BARRY, RICHARDIGENERAL PARTNERB
NEWMAN, BARRY, RICHARDIGENERAL PARTNERB
NEWMAN, BARRY, RICHARDIGENERAL PARTNERB
NEWMAN, BARRY, RICHARDIGENERAL PARTNERB
SPAGNOLI, PASQUALINO, P.IGENERAL PARTNERB
SPAGNOLI, PASQUALINO, P.IGENERAL PARTNERB
SPAGNOLI, PASQUALINO, P.IGENERAL PARTNERB
SPAGNOLI, PASQUALINO, P.IGENERAL PARTNERB
SUNSHINE, BARRY, LEWISIGENERAL PARTNERB
WATKINS, GILBERT, KIMIGENERAL PARTNERB Control
WATKINS, GILBERT, KIMIGENERAL PARTNERB Control
WATKINS, GILBERT, KIMIGENERAL PARTNERB Control
WATKINS, GILBERT, KIMIGENERAL PARTNERB Control
WATKINS, GILBERT, KIMIGENERAL PARTNERB
PRESCOTT, ERIC, JOHNIGENERAL PARTNERA
PRESCOTT, ERIC, JOHNIGENERAL PARTNERA
PRESCOTT, ERIC, JOHNIGENERAL PARTNERA
PRESCOTT, ERIC, JOHNIGENERAL PARTNERA
PRESCOTT, ERIC, JOHNIGENERAL PARTNERA
SPAGNOLI, PASQUALINO, P.IGENERAL PARTNERA

Registrations

Federal

IA
Nov 14, 2005 REGISTERED

Notice Filings (2)

CT NH

Address

37 NORTH AVE
NORWALK, CT 6851
USA
Phone: 203-847-4068