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Building 2SEARLE & CO.

Map pinGREENWICH, CT
Phone203-869-4800
NotebookSEC #801-68574
Total AUM
$629.9M
Employees
13
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 GREENWICH AVENUE
GREENWICH
CT 06830
United States
Operating Hours
8:30 A.M. TO 5:00 P.M. EST
Monday - Friday
Phone
203-869-4800
Other Offices
4

ReceiptFinancials

Total AUM
$629.9M
Accounts
129
Discretionary
$601.1M
Accounts
119
Non-Discretionary
$28.8M
Accounts
10

ContactClients

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Individual Clients
7
AUM
$3.6M
HNW Individual Clients
119
AUM
$621.5M
Charitable Organization Clients
1
AUM
$4.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCACTFLILNJNYTNTX

HandshakeAffiliates

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

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