National Retirement Planning Experts

National Coverage
Local Professionals

WESTPORT ASSET MANAGEMENT INC

732 Kings Highway West
Southport, Connecticut 06890
Tel: 203-227-3601

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#105795
SEC#801-21845
Assets Managed by Firm$422,000,000
No. of Clients4
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total4$422,000,000
High net worth individualsFewer than 5 clients$422,000,000

More Retirement Planning firms in Southport, Connecticut:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Southport, Connecticut