Denis Horrigan
Denis Horrigan is a CFP-designated registered investment advisor at Connecticut Wealth Management, LLC, based in Farmington, CT, with 22 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,391 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CTWM manages investments for a fee based on the value of your account. The maximum fee is 1.35% per year. This fee is paid quarterly, in advance. The fee may be negotiable.
Location
281 Farmington Avenue, Farmington, CT, 06032-1911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Denis is involved with several organizations, including Hartford Your Scholars as Board Chair, the Simsbury-Grady Rotary Club, Ten One Ten LLC, McLean Fund, McLean Affiliates, Inc., McLean Game Refuge, Capital Workforce Partners, and the Financial Planning Association (FPA) of Connecticut. These activities involve oversight, funding, conservation, and board responsibilities, taking up a few hours per week.
Employment History
Current Registrations
Connecticut Wealth Management, LLC
Previous Registrations
Kr Wealth Management, LLC
LPL Financial LLC
St Germain Investment Management
Independent Advisers Group CORP
Jefferson Pilot Securities CORP
State Registrations2 states
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