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Home > Retirement Planners > connecticut > greenwich > SEARLE & CO.
SEARLE & CO.
333 Greenwich Avenue
Greenwich, Connecticut 06830
Tel: 203-869-4800
About SEARLE & CO.
SEARLE & CO, formally registered with the SEC as SEARLE & CO. The firm was established in 11/30/2007. They have over 5 offices throughout the country.
SEARLE & CO. is a Greenwich, Connecticut based Financial Planning firm with nearly $648,957,944 assets under management, offering retirement planning & investment advisory services to 129 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 13035 |
| SEC# | 801-68574 |
| Assets Managed by Firm | $648,957,944 |
| No. of Clients | 129 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 129 | $648,957,944 |
| Individuals (other than high net worth individuals) | 7 | $2,260,232 |
| High net worth individuals | 113 | $642,150,152 |
| Charitable organizations | 1 | $4,547,560 |
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| 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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