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Building 2SAYBROOK WEALTH GROUP, INC.

Map pinOLD SAYBROOK, CT
Phone(860) 388-2200
NotebookSEC #801-122964
Total AUM
$292.1M
Employees
2
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
288 MAIN STREET
OLD SAYBROOK
CT 06475
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
(860) 388-2200

ReceiptFinancials

Total AUM
$292.1M
Accounts
998
Discretionary
$90.9M
Accounts
362
Non-Discretionary
$201.2M
Accounts
636

ContactClients

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Individual Clients
241
AUM
$73.5M
HNW Individual Clients
75
AUM
$213M
Pension/Profit Sharing Plan Clients
3
AUM
$5.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SPECIAL NEEDS PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCTFLMANHNYRITXVAVT

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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