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Home > Retirement Planners > connecticut > westport > BIRINYI ASSOCIATES, INC.
BIRINYI ASSOCIATES, INC.
59 Wilton Road
Second Floor
Westport, Connecticut 06880
Tel: 203-341-0833
About BIRINYI ASSOCIATES, INC.
BIRINYI ASSOCIATES, INC, formally registered with the SEC as BIRINYI ASSOCIATES, INC. The firm was established in 08/30/1990. They have over 1 offices throughout the country.
BIRINYI ASSOCIATES, INC. is a Westport, Connecticut based Financial Planning firm with nearly $434,529,012 assets under management, offering retirement planning & investment advisory services to 164 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107169 |
| SEC# | 801-37267 |
| Assets Managed by Firm | $434,529,012 |
| No. of Clients | 164 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 164 | $434,529,012 |
| Individuals (other than high net worth individuals) | 7 | $1,683,018 |
| High net worth individuals | 98 | $407,126,640 |
| Corporations or other businesses | 4 | $25,719,354 |
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