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Home > Retirement Planners > connecticut > old lyme > JOHN A. BYSKO ASSOCIATES
JOHN A. BYSKO ASSOCIATES
100 Halls Road
Old Lyme, Connecticut 06371
Tel: 860-434-3632
About JOHN A. BYSKO ASSOCIATES
JOHN A BYSKO ASSOCIATES, formally registered with the SEC as JOHN A BYSKO ASSOCIATES. The firm was established in 03/20/2015. They have over 1 offices throughout the country.
JOHN A. BYSKO ASSOCIATES is a Old Lyme, Connecticut based Financial Planning firm with nearly $204,313,517 assets under management, offering retirement planning & investment advisory services to 124 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110612 |
| SEC# | 801-81151 |
| Assets Managed by Firm | $204,313,517 |
| No. of Clients | 124 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 124 | $204,313,517 |
| Individuals (other than high net worth individuals) | 55 | $15,244,796 |
| High net worth individuals | 67 | $182,419,412 |
| Charitable organizations | 2 | $6,649,309 |
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