Overview
Assets Under Management: $204 million
Headquarters: OLD LYME, CT
High-Net-Worth Clients: 67
Average Client Assets: $2.7 million
Frequently Asked Questions
JOHN A. BYSKO ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110612), JOHN A. BYSKO ASSOCIATES is subject to fiduciary duty under federal law.
JOHN A. BYSKO ASSOCIATES is headquartered in OLD LYME, CT.
JOHN A. BYSKO ASSOCIATES serves 67 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, JOHN A. BYSKO ASSOCIATES offers portfolio management for individuals. View all service details ↓
JOHN A. BYSKO ASSOCIATES manages $204 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, JOHN A. BYSKO ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.28%
Average Client Assets: $2.7 million
Total Client Accounts: 124
Discretionary Accounts: 124
Regulatory Filings
CRD Number: 110612
Filing ID: 1857608
Last Filing Date: 2024-03-29 18:05:00