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HTG INVESTMENT ADVISORS INC.

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Company Details

Entity Name: HTG INVESTMENT ADVISORS INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 23 Aug 1993
Business ALEI: 0289386
Annual report due: 23 Aug 2026
Business address: 50 LOCUST AVE, NEW CANAAN, CT, 06840, United States
Mailing address: 50 LOCUST AVE, NEW CANAAN, CT, United States, 06840
ZIP code: 06840
County: Fairfield
Place of Formation: DELAWARE
E-Mail: jeannie@htgadvisors.com

Industry & Business Activity

NAICS

523940 Portfolio Management and Investment Advice

Agent

Name Role Business address Phone E-Mail Residence address
ROBIN SHERWOOD Agent 50 LOCUST AVENUE, NEW CANAAN, CT, 06840, United States +1 203-858-6584 robin@htgadvisors.com 14 MEETING GROVE LANE, NORWALK, CT, 06850, United States

Officer

Name Role Business address Phone E-Mail Residence address
LEX ZAHAROFF Officer 50 LOCUST AVENUE, NEW CANAAN, CT, 06840, United States - - 72 WEST BRANCH ROAD, WESTON, CT, 06883, United States
ROBIN SHERWOOD Officer 50 LOCUST AVE, NEW CANAAN, CT, 06840, United States +1 203-858-6584 robin@htgadvisors.com 14 MEETING GROVE LANE, NORWALK, CT, 06850, United States

Form 5500 Series

Employer Identification Number (EIN):
223248147
Plan Year:
2024
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
12
Sponsors Telephone Number:

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012921591 2025-07-24 - Annual Report Annual Report -
BF-0012290590 2024-08-05 - Annual Report Annual Report -
BF-0011253855 2023-08-08 - Annual Report Annual Report -
BF-0010787055 2022-08-11 - Annual Report Annual Report -
BF-0009807991 2022-02-01 - Annual Report Annual Report -

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Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information