Denovo Financial
Firm details
- Headquarters
- Windsor, Connecticut
- CRD number
- 343737
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Denovo Financial is organized as a limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify itself as an active ESG investor. Available records classify the adviser as unclassified and indicate it is not set up as a capital allocator, pension consultant, related adviser, or a multi-state adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1James Desrocher
Financial AdvisorCRD 5401752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Windsor, CT
Hartford
Location
Windsor, CT
Headquartered in Windsor, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 360 Bloomfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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