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
By the Numbers
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Total Assets Under Management31MILLION
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Total Number of Accounts75ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, TX
Financial Advisors at Fremont Wealth Management, LP
1
Patrick Fremont (CRD# 2267946) is an Investment Advisor Representative working at Fremont Wealth Management, LP in Southport, CT and has over 32 years of experience in the finance industry.
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