WEBSTER STREET INVESTMENT ADVISORS LLC
Total AUM
$113.7M
Employees
2Clients
57Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(267) 254-3854
Financials
Total AUM
$113.7M
Accounts
149Discretionary
$113.7M
Accounts
149Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
16AUM
$4.6M
HNW Individual Clients
40AUM
$101.2M
Pension/Profit Sharing Plan Clients
1AUM
$7.9M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LAPA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.