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Building 2WESTPORT RESOURCES MANAGEMENT INC

Map pinWESTPORT, CT
Phone203-226-0222
NotebookSEC #801-29733
Total AUM
$577.7M
Employees
19
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 GREENS FARMS ROAD
WESTPORT
CT 06880
United States
Operating Hours
9:30AM - 4:00PM
Monday - Friday
Phone
203-226-0222

ReceiptFinancials

Total AUM
$577.7M
Accounts
331
Discretionary
$550M
Accounts
327
Non-Discretionary
$27.7M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
CACTFLMANCNHNJNYTX

HandshakeAffiliates

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

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