Overview
Assets Under Management: $422 million
Headquarters: SOUTHPORT, CT
Frequently Asked Questions
WESTPORT ASSET MANAGEMENT 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 #105795), WESTPORT ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
WESTPORT ASSET MANAGEMENT INC is headquartered in SOUTHPORT, CT.
According to their SEC Form ADV, WESTPORT ASSET MANAGEMENT INC offers portfolio management for individuals. View all service details ↓
WESTPORT ASSET MANAGEMENT INC manages $422 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, WESTPORT ASSET MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 4
Discretionary Accounts: 4
Regulatory Filings
CRD Number: 105795
Last Filing Date: 2024-03-20 00:00:00
Website: https://gmail.com