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Home > Retirement Planners > connecticut > southport > 5TH STREET ADVISORS, LLC
5TH STREET ADVISORS, LLC
107 John Street
Southport, Connecticut 06890
Tel: 203-327-1212
About 5TH STREET ADVISORS, LLC
5TH STREET ADVISORS, LLC, formally registered with the SEC as 5TH STREET ADVISORS, LLC. The firm was established in 06/25/2007. They have over 4 offices throughout the country.
5TH STREET ADVISORS, LLC is a Southport, Connecticut based Financial Planning firm with nearly $462,607,034 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140165 |
| SEC# | 801-68066 |
| Assets Managed by Firm | $462,607,034 |
| No. of Clients | 646 |
| No. of Advisors | 8 |
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
- Other (INVESTMENT CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 646 | $462,607,034 |
| Individuals (other than high net worth individuals) | 129 | $39,977,276 |
| High net worth individuals | 77 | $239,041,104 |
| Pension and profit sharing plans | 12 | $156,531,658 |
| Corporations or other businesses | Fewer than 5 clients | $27,056,996 |
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|---|---|---|---|
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