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Home > Retirement Planners > connecticut > southport > SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
368 Center Street
Southport, Connecticut 06890
Tel: 203-254-2333
About SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC. The firm was established in 02/28/2008. They have over 3 offices throughout the country.
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC is a Southport, Connecticut based Financial Planning firm with nearly $174,537,320 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146270 |
| SEC# | 801-68863 |
| Assets Managed by Firm | $174,537,320 |
| No. of Clients | 292 |
| No. of Advisors | 3 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $174,537,320 |
| Individuals (other than high net worth individuals) | 95 | $22,856,217 |
| High net worth individuals | 76 | $141,549,699 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,809,713 |
| Charitable organizations | Fewer than 5 clients | $3,321,691 |
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