Tittmann & Rusch, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Avon, Connecticut
CRD number
115054
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Tittmann & Rusch, LLC is a privately held limited liability company that provides fee-based financial planning. The firm is owner-operated (individual ownership) and reports offering planning services on an hourly or fixed-fee basis rather than charging a percentage of assets. Regulatory data shows state-level registration activity in Connecticut, Florida, New Jersey and New York. The firm does not identify as an ESG investor and is not set up to act as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • David Rusch

    Managing PartnerCRD 407348

  • Peter Tittmann

    Peter Tittmann

    Founder, Principal ConsultantCRD 1341105

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Avon, CT

Hartford

Location

Avon, CT

Headquartered in Avon, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
30 Tower Ln
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth