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RESNICK ADVISORS
WESTPORT, CT
203-226-8262
SEC #801-48564Total AUM
$955.4M
Employees
23Clients
904Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 KETCHUM STREET
WESTPORT
CT 06880
United States
WESTPORT
CT 06880
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
203-226-8262
Financials
Total AUM
$955.4M
Accounts
2,668Discretionary
$911M
Accounts
2,578Non-Discretionary
$44.4M
Accounts
90
Clients
Individual Clients
606AUM
$205.7M
HNW Individual Clients
268AUM
$717.2M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
22AUM
$32.5M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
OTHER
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLILLAMAMDMENCNENHNJNYPARISCTXUTVAVT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.