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Building 2WESTPORT STRATEGIES ADVISORS, LLC

Map pinBRAINTREE, MA
Phone781-848-1212
NotebookSEC #801-76594
Total AUM
$1.9B
Employees
1
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 GRANDVIEW ROAD
SUITE 404
BRAINTREE
MA 02184
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
781-848-1212
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
29
Discretionary
$0
Accounts
0
Non-Discretionary
$1.9B
Accounts
29

ContactClients

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Corporation or Business Clients
29
AUM
$1.9B

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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