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Building 2THIRD VIEW PRIVATE WEALTH

Map pinWESTPORT, CT
Phone8607590650
NotebookSEC #801-132770
Total AUM
$1.2B
Employees
11
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 POST ROAD WEST
1ST FLOOR
WESTPORT
CT 06880
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
8607590650

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,792
Discretionary
$1.2B
Accounts
1,792
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
139
AUM
$68.9M
HNW Individual Clients
183
AUM
$1.1B
Charitable Organization Clients
2
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMINCNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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