Overview
Assets Under Management: $489 million
Headquarters: SAG HARBOR, NY
High-Net-Worth Clients: 148
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 107679
Last Filing Date: 2025-02-21 00:00:00
Website: https://saybrookcapital.com