Target Holdings Corp is a mid-sized advisory firm based in Wilton. It manages $5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Target Holdings Corp 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.
The assets under management (AUM) of Target Holdings Corp is $5 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 advisory firm has a single stream of revenue. Clients pay Target Holdings Corp for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Zuccaro has been acting as President since 1 Aug 1983. Jeffrey Sloane Marcus joined the executive team most recently as the Vice President.
The principal office where Target Holdings Corp performs its advisory services is located at 38 Hunting Ridge, Wilton, CT 06897, 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 203-762-7011 or by fax 203-762-7011. The normal business hours are 9:00a.m. - 4:00p.m. on Monday - Friday.