Fremont Wealth Management, LP

Fremont Wealth Management, LP (CRD# 106503) is a financial advisory firm headquartered in Southport, CT. They manage $30,929,303 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3530 Post Road, Ste 203, Southport, CT 06890
https://www.linkedin.com/company/fremont-wealth-management-lp/
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $412,391
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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, TX

Financial Advisors at Fremont Wealth Management, LP
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Fremont, financial advisor Southport CT
Patrick W. Fremont
CRD#: 2267946
3530 Post Road, Ste 203, Southport, CT 06890

Patrick Fremont (CRD# 2267946) is an Investment Advisor Representative working at Fremont Wealth Management, LP in Southport, CT and has over 31 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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