MARK SHEPTOFF FINANCIAL PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$466,529,463
Discretionary
$466,529,463
Non-discretionary
$0
Firm details
- CRD number
- 108742
- SEC file number
- 801-57744
- Main office
- GLASTONBURY, CT, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.MARKSHEPTOFF.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.