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Home > Retirement Planners > connecticut > westport > ENERGY INCOME PARTNERS
ENERGY INCOME PARTNERS
10 Wright Street
Westport, Connecticut 06880-3115
Tel: 203-349-8232
About ENERGY INCOME PARTNERS
ENERGY INCOME PARTNERS, formally registered with the SEC as ENERGY INCOME PARTNERS. The firm was established in 06/28/2006. They have over 1 offices throughout the country.
ENERGY INCOME PARTNERS is a Westport, Connecticut based Financial Planning firm with nearly $4,798,060,000 assets under management, offering retirement planning & investment advisory services to 145 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140799 |
| SEC# | 801-66907 |
| Assets Managed by Firm | $4,798,060,000 |
| No. of Clients | 145 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 145 | $4,798,060,000 |
| High net worth individuals | 118 | $131,300,000 |
| Pension and profit sharing plans | 2 | $25,390,000 |
| Other investment advisers | 3 | $367,150,000 |
| Corporations or other businesses | 8 | $29,100,000 |
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|---|---|---|---|
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