Overview
Assets Under Management: $197 million
Headquarters: OLD SAYBROOK, CT
High-Net-Worth Clients: 67
Average Client Assets: $3 million
Frequently Asked Questions
SAYBROOK WEALTH GROUP, INC. 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 #317867), SAYBROOK WEALTH GROUP, INC. is subject to fiduciary duty under federal law.
SAYBROOK WEALTH GROUP, INC. is headquartered in OLD SAYBROOK, CT.
SAYBROOK WEALTH GROUP, INC. serves 67 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, SAYBROOK WEALTH GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SAYBROOK WEALTH GROUP, INC. manages $197 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, SAYBROOK WEALTH GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
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