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Home > Retirement Planners > connecticut > westport > AYRSHIRE CAPITAL MANAGEMENT LLC
AYRSHIRE CAPITAL MANAGEMENT LLC
136 Main Street
Suite 203
Westport, Connecticut 06880
Tel: 203-349-5600
About AYRSHIRE CAPITAL MANAGEMENT LLC
AYRSHIRE CAPITAL MANAGEMENT LLC, formally registered with the SEC as AYRSHIRE CAPITAL MANAGEMENT LLC. The firm was established in 02/12/2019. They have over 1 offices throughout the country.
AYRSHIRE CAPITAL MANAGEMENT LLC is a Westport, Connecticut based Financial Planning firm with nearly $282,353,767 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157883 |
| SEC# | 801-114750 |
| Assets Managed by Firm | $282,353,767 |
| No. of Clients | 274 |
| No. of Advisors | 2 |
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 | 274 | $282,353,767 |
| Individuals (other than high net worth individuals) | 25 | $11,431,153 |
| High net worth individuals | 85 | $267,180,573 |
| Charitable organizations | Fewer than 5 clients | $3,742,041 |
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