Overview
Assets Under Management: $175 million
Headquarters: SOUTHPORT, CT
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Frequently Asked Questions
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC 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 #146270), SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC is headquartered in SOUTHPORT, CT.
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC serves 93 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC manages $175 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC 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
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 292
Discretionary Accounts: 236
Non-Discretionary Accounts: 56
Regulatory Filings
CRD Number: 146270
Last Filing Date: 2024-03-27 00:00:00
Website: https://southportstation.net