EAST GUILFORD FINANCIAL SERVICES LLC
CRD #127481 SEC #801-122915 MADISON, CT 203-318-1177
SEC Registered
Total AUM
$180.4M
Discretionary
$112.4M
Employees
1
Clients
25
Accounts
707
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $180.4M | $112.4M | $68M | 1 | 0 |
| Feb 2024 | $154.8M | $94.5M | $60.3M | 1 | 0 |
| Dec 2023 | $154.8M | $94.5M | $60.3M | 1 | 0 |
| Mar 2023 | $143.6M | $73.4M | $70.2M | 1 | 0 |
| Mar 2022 | $144.3M | $83.9M | $60.4M | 1 | 0 |
| Jan 2022 | $144.2M | $83.9M | $60.3M | 1 | 0 |
| Nov 2021 | $142.1M | $83.3M | $58.8M | 1 | 0 |
DateFeb 2025
Total AUM$180.4M
Discretionary$112.4M
Non-Disc.$68M
Employees1
Clients0
DateFeb 2024
Total AUM$154.8M
Discretionary$94.5M
Non-Disc.$60.3M
Employees1
Clients0
DateDec 2023
Total AUM$154.8M
Discretionary$94.5M
Non-Disc.$60.3M
Employees1
Clients0
DateMar 2023
Total AUM$143.6M
Discretionary$73.4M
Non-Disc.$70.2M
Employees1
Clients0
DateMar 2022
Total AUM$144.3M
Discretionary$83.9M
Non-Disc.$60.4M
Employees1
Clients0
DateJan 2022
Total AUM$144.2M
Discretionary$83.9M
Non-Disc.$60.3M
Employees1
Clients0
DateNov 2021
Total AUM$142.1M
Discretionary$83.3M
Non-Disc.$58.8M
Employees1
Clients0