Overview
Assets Under Management: $197 million
Headquarters: OLD SAYBROOK, CT
High-Net-Worth Clients: 67
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.89
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 928
Discretionary Accounts: 144
Non-Discretionary Accounts: 784
Regulatory Filings
CRD Number: 317867
Last Filing Date: 2024-03-28 00:00:00
Website: https://saybrookwealth.com