Aspetuck Financial Management LLC

Aspetuck Financial Management LLC (CRD# 134500) is a financial advisory firm headquartered in Westport, CT. They manage $126,453,710 in 453 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
27a Imperial Ave., Westport, CT 06880
https://www.facebook.com/aspetuckfinancialmanagement
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    453
    ACCOUNTS
  • Average Account Value
    $279,147
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, TX, VA

Financial Advisors at Aspetuck Financial Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Byrne, financial advisor Fairfield CT
Patrick T. Byrne
CRD#: 1277801
Fairfield, CT

Patrick Byrne (CRD# 1277801) is an Investment Advisor Representative working at Aspetuck Financial Management LLC in Fairfield, CT and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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