9 Old Kings Highway South
4th Floor
Darien, Connecticut 06820
Tel: 203-429-8600
WESTPORT CAPITAL PARTNERS LLC, formally registered with the SEC as WESTPORT CAPITAL PARTNERS LLC. The firm was established in 10/19/2011. They have over 2 offices throughout the country.
WESTPORT CAPITAL PARTNERS LLC is a Darien, Connecticut based Financial Planning firm with nearly $6,521,641,497 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 35 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157493 |
SEC# | 801-72750 |
Assets Managed by Firm | $6,521,641,497 |
No. of Clients | 34 |
No. of Advisors | 35 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 34 | $6,521,641,497 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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