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Building 2WEBSTER INVESTMENT SERVICES, INC

Map pinBRISTOL, CT
Phone860-314-3228
NotebookSEC #801-57766
Total AUM
$23.6M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 MAIN STREET
BRISTOL
CT 06010
USA
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
860-314-3228

ReceiptFinancials

Total AUM
$23.6M
Accounts
373
Discretionary
$21.9M
Accounts
367
Non-Discretionary
$1.7M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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