Overview
Assets Under Management: $277 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 100
Average Client Assets: $0.7 million
Frequently Asked Questions
WESTPORT CAPITAL MARKETS, 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 #41562), WESTPORT CAPITAL MARKETS, LLC is subject to fiduciary duty under federal law.
WESTPORT CAPITAL MARKETS, LLC is headquartered in WESTPORT, CT.
WESTPORT CAPITAL MARKETS, LLC serves 100 high-net-worth clients according to their SEC filing dated December 04, 2018. View client details ↓
According to their SEC Form ADV, WESTPORT CAPITAL MARKETS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WESTPORT CAPITAL MARKETS, LLC manages $277 million in client assets according to their SEC filing dated December 04, 2018.
According to their SEC Form ADV, WESTPORT CAPITAL MARKETS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.60%
Average Client Assets: $0.7 million
Total Client Accounts: 257
Discretionary Accounts: 211
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 41562
Filing ID: 1255789
Last Filing Date: 2018-12-04 11:44:00