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Hhh Investment Inc (New Canaan)


Hhh Investment Inc is a large advisory firm based in New Canaan. It manages $26.3 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

Hhh Investment 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.

Hhh Investment: assets under management

The assets under management (AUM) of Hhh Investment Inc is $26.3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.92 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hhh Investment 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 New Canaan

The principal office where Hhh Investment Inc performs its advisory services is located at 49 Locust St, New Canaan, CT 06840, 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 203-972-9081 or by fax 203-972-0235. The normal business hours are 8am-3pm on Monday - Friday.


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