East Guilford Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, CT. Its latest Form ADV filing, dated March 24, 2026, reports $193M in regulatory assets under management, 1 employee, and 732 accounts.
Assets Under Management
$193M
Employees
1
Offices
--
Total Clients
301
Primary office
MADISON, CT
145 DURHAM ROAD, STE. 9, MADISON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.4% of total clients.
Top client categories% of clientsClients
1
Individuals
82.4%
248
2
HNWI
17.6%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of March 24, 2026
Discretionary60.2%
$116M
60% of total RAUM60.2%
Non-discretionary39.8%
$77M
40% of total RAUM39.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$193M
Total Accounts732
10Y AUM Change+$51M (+35.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee301:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.