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Home > Retirement Planners > new york > sag harbor > SAYBROOK CAPITAL CORP
SAYBROOK CAPITAL CORP
7 Spring Street
2nd Floor
Sag Harbor, New York 11963
Tel: 6317255518
About SAYBROOK CAPITAL CORP
SAYBROOK CAPITAL CORP, formally registered with the SEC as SAYBROOK CAPITAL CORP. The firm was established in 11/09/1989. They have over 2 offices throughout the country.
SAYBROOK CAPITAL CORP is a Sag Harbor, New York based Financial Planning firm with nearly $489,106,889 assets under management, offering retirement planning & investment advisory services to 153 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107679 |
| SEC# | 801-35487 |
| Assets Managed by Firm | $489,106,889 |
| No. of Clients | 153 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 153 | $489,106,889 |
| High net worth individuals | 148 | $449,904,561 |
| Pension and profit sharing plans | 1 | $4,512,326 |
| Charitable organizations | 2 | $16,571,968 |
| Corporations or other businesses | 2 | $18,118,034 |
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