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Htg Investment Advisors Inc CRD 108614
$1.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
50 Locust Avenue, New Canaan, CT 06840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcclain Value Management | New Canaan | CT | 03/2008 | 03/2021 |
| Forsyth Capital Llc | New Canaan | CT | 04/2021 | 08/2022 |
| Mcclain Value Management | New Canaan | CT | 04/2021 | 08/2022 |
| Htg Investment Advisors, Inc. | New Canaan | CT | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-18 |
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