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EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481File 801-122915
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$193.1M
Below cohort median (national)
Discretionary AUM
$116.3M
Non-discretionary $76.8M
Clients
301
732 accounts
Employees
1
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 21, 2021
- Principal office
- 145 DURHAM ROAD, STE. 9, MADISON, CT, 06443
- Phone
- 203-318-1177
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $193.1M
- Discretionary AUM
- $116.3M
- Non-discretionary AUM
- $76.8M
- Discretionary accounts
- 294
- Non-discretionary accounts
- 438
- Total accounts
- 732
- AUM per client
- $641K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 53 | $127.9M |
| Individuals (other than high net worth individuals) | 248 | $65.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.