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Home > Retirement Planners > connecticut > westport > IRIDIAN ASSET MANAGEMENT LLC
IRIDIAN ASSET MANAGEMENT LLC
120 Post Road West
Suite 201
Westport, Connecticut 06880
Tel: 203-341-7800
About IRIDIAN ASSET MANAGEMENT LLC
IRIDIAN ASSET MANAGEMENT LLC, formally registered with the SEC as IRIDIAN ASSET MANAGEMENT LLC. The firm was established in 12/05/1995. They have over 1 offices throughout the country.
IRIDIAN ASSET MANAGEMENT LLC is a Westport, Connecticut based Financial Planning firm with nearly $372,306,405 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104550 |
| SEC# | 801-50661 |
| Assets Managed by Firm | $372,306,405 |
| No. of Clients | 21 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $372,306,405 |
| High net worth individuals | 9 | $84,219,225 |
| Charitable organizations | 4 | $83,647,795 |
| Corporations or other businesses | Fewer than 5 clients | $18,070,821 |
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