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Building 2ASPETUCK FINANCIAL MANAGEMENT LLC

Map pinWESTPORT, CT
Phone203-226-5733
NotebookSEC #801-125900
Total AUM
$178.3M
Employees
1
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27A IMPERIAL AVE.
WESTPORT
CT 06880
United States
Operating Hours
9-5
Monday - Friday
Phone
203-226-5733

ReceiptFinancials

Total AUM
$178.3M
Accounts
481
Discretionary
$178.3M
Accounts
481
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$20.1M
HNW Individual Clients
33
AUM
$136.3M
Pension/Profit Sharing Plan Clients
6
AUM
$17.9M
Corporation or Business Clients
6
AUM
$3.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYTXVA

HandshakeAffiliates

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

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