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Home > Retirement Planners > connecticut > old saybrook > SAYBROOK WEALTH GROUP, INC.
SAYBROOK WEALTH GROUP, INC.
288 Main Street
Old Saybrook, Connecticut 06475
Tel: (860) 388-2200
About SAYBROOK WEALTH GROUP, INC.
SAYBROOK WEALTH GROUP, INC, formally registered with the SEC as SAYBROOK WEALTH GROUP, INC. The firm was established in 01/03/2022. They have over 1 offices throughout the country.
SAYBROOK WEALTH GROUP, INC. is a Old Saybrook, Connecticut based Financial Planning firm with nearly $196,711,823 assets under management, offering retirement planning & investment advisory services to 928 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317867 |
| SEC# | 801-122964 |
| Assets Managed by Firm | $196,711,823 |
| No. of Clients | 928 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 928 | $196,711,823 |
| Individuals (other than high net worth individuals) | 182 | $15,872,827 |
| High net worth individuals | 102 | $170,598,777 |
| Pension and profit sharing plans | 4 | $10,240,219 |
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|---|---|---|---|
| $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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