CROMWELL INVESTMENT ADVISORY, LLC

Overview

Cromwell Investment Advisory, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it does have a client base that includes individual and family clients. The firm charges fees based on a percentage of assets under management (AUM) as well as hourly charges for its services. Cromwell Investment Advisory does not actively invest in ESG (Environmental, Social, and Governance) opportunities and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices