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Home > Retirement Planners > connecticut > southport > WESTPORT ASSET MANAGEMENT INC
WESTPORT ASSET MANAGEMENT INC
732 Kings Highway West
Southport, Connecticut 06890
Tel: 203-227-3601
About WESTPORT ASSET MANAGEMENT INC
WESTPORT ASSET MANAGEMENT INC, formally registered with the SEC as WESTPORT ASSET MANAGEMENT INC. The firm was established in 07/20/1984. They have over 1 offices throughout the country.
WESTPORT ASSET MANAGEMENT INC is a Southport, Connecticut based Financial Planning firm with nearly $422,000,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105795 |
| SEC# | 801-21845 |
| Assets Managed by Firm | $422,000,000 |
| No. of Clients | 4 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $422,000,000 |
| High net worth individuals | Fewer than 5 clients | $422,000,000 |
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