Overview
Assets Under Management: $175 million
Headquarters: SOUTHPORT, CT
High-Net-Worth Clients: 93
Average Client Assets: $2 million
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