SOMNIO FINANCIAL GROUP, LLC
Firm details
- Headquarters
- GLASTONBURY, Connecticut
- CRD number
- 174217
- Registered since
- March 21, 2024
- Website
- www.somniofg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.42%
- Individuals11.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Somnio Financial Group, LLC is an independent SEC-registered registered investment adviser organized as an LLC and listed as owned by an individual. The firm serves individuals and families with a mix of financial planning and portfolio management services (including work with small businesses). Its fees combine a percentage-of-AUM component with fixed-fee engagements. Somnio does not market itself as an ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
2 of 2ROBERT ROY
Partner, Co-FounderCRD 4897441
NICHOLAS ROY
Partner, Co-FounderCRD 5074653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$162M in ETFs
100%
$162M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.7M | 59,185 | 23.90% |
Location
GLASTONBURY, CT
HARTFORD
Location
GLASTONBURY, CT
Headquartered in GLASTONBURY, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 140 Glastonbury Blvd
- Time zone
- ET (UTC-5)
- Office locations
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