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Home > Retirement Planners > connecticut > westport > ASPETUCK FINANCIAL MANAGEMENT LLC
ASPETUCK FINANCIAL MANAGEMENT LLC
27a Imperial Ave.
Westport, Connecticut 06880
Tel: 203-226-5733
About ASPETUCK FINANCIAL MANAGEMENT LLC
ASPETUCK FINANCIAL MANAGEMENT LLC, formally registered with the SEC as ASPETUCK FINANCIAL MANAGEMENT LLC. The firm was established in 06/21/2022. They have over 1 offices throughout the country.
ASPETUCK FINANCIAL MANAGEMENT LLC is a Westport, Connecticut based Financial Planning firm with nearly $152,745,716 assets under management, offering retirement planning & investment advisory services to 451 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134500 |
| SEC# | 801-125900 |
| Assets Managed by Firm | $152,745,716 |
| No. of Clients | 451 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 451 | $152,745,716 |
| Individuals (other than high net worth individuals) | 56 | $23,292,152 |
| High net worth individuals | 30 | $109,789,831 |
| Pension and profit sharing plans | 5 | $16,431,304 |
| Corporations or other businesses | 5 | $3,232,429 |
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