Connectus Wealth

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Connectus Wealth — overview

Assets Under Management

Type

Wealth Manager

Location

Hunt Valley, MD, US

Alternative Asset Classes

-

About

Connectus Wealth was a US-based wealth manager. It provided investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offered included investment management and wealth management, financial planning and consulting, and pension consulting services. The wealth manager advised individuals, high-net-worth individuals, families, family offices, trusts, businesses, charitable foundations, and retirement/profit-sharing plans. In Q2 2024, Focus Partners, a Boston-based wealth manager, acquired Connectus Wealth.

Connectus Wealth - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Operating Officer & Head of ComplianceHunt Valley, USGEN
Chief Executive OfficerHunt Valley, USGEN

Showing 2 of 2 known decision makers Connectus Wealth

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