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Croteau Investment Management Inc (Stamford)


Croteau Investment Management Inc is an adviser based in Stamford. It manages $1.73 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, and New York.

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

Croteau Investment Management: assets under management

The assets under management (AUM) of Croteau Investment Management Inc is $1.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $432.55 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Croteau Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Croteau Investment Management Inc performs its advisory services is located at 100 First Stamford Place, Stamford, CT 06902 6775, 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 203-961-8034 or by fax 203-969-2750. The normal business hours are 9am to 5pm on Monday - Friday.


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