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Peter J. Nagle Financial Management, LLC (Guilford)


Peter J. Nagle Financial Management, LLC is a large advisory firm based in Guilford. It manages $97.43 million of regulatory assets for 417 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, and 3 other states.

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Peter J. Nagle Financial Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Peter J. Nagle Financial Management: assets under management

The assets under management (AUM) of Peter J. Nagle Financial Management, LLC is $97.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $97.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peter J. Nagle Financial Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Guilford

The principal office where Peter J. Nagle Financial Management, LLC performs its advisory services is located at 2614 Boston Post Road, Guilford, CT 06437, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-874-3133 or by fax 203-874-3144. The normal business hours are 8:30 to 4:30 on Monday - Friday. You can find more information about the New York firm at www.pjnfm.net.


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