Overview
Assets Under Management: $315 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Frequently Asked Questions
WEYBOSSET RESEARCH & 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 #108047), WEYBOSSET RESEARCH & MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WEYBOSSET RESEARCH & MANAGEMENT, LLC is headquartered in PROVIDENCE, RI.
WEYBOSSET RESEARCH & MANAGEMENT, LLC serves 68 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, WEYBOSSET RESEARCH & MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
WEYBOSSET RESEARCH & MANAGEMENT, LLC manages $315 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, WEYBOSSET RESEARCH & MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.22
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 341
Discretionary Accounts: 341
Regulatory Filings
CRD Number: 108047
Last Filing Date: 2025-01-10 00:00:00
Website: https://weybosset.com