Westport Resources Management Inc.

Westport Resources Management Inc. (CRD# 105306) is a financial advisory firm headquartered in Westport, CT. They manage $577,709,100 in 331 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    578
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $1,745,345
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NH, NJ, NY, TX

Financial Advisors at Westport Resources Management Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Dwight A. Pike
CRD#: 1858078
Pinehurst, NC
96
Wealthminder
score

Dwight Pike (CRD# 1858078) is an Investment Advisor Representative working at Westport Resources Management Inc. in Pinehurst, NC and has over 22 years of experience in the finance industry.

2
Herbert C. Rosenthal
CRD#: 404701
Newtown, CT
96
Wealthminder
score

Herbert Rosenthal (CRD# 404701) is an Investment Advisor Representative working at Westport Resources Management Inc. in Newtown, CT and has over 21 years of experience in the finance industry.

3
Joseph A. Tatusko
CRD#: 4663135
315 Post Rd W, Westport, CT 06880
96
Wealthminder
score

Joseph Tatusko (CRD# 4663135) is an Investment Advisor Representative working at Westport Resources Management Inc. in Westport, CT and has over 14 years of experience in the finance industry. Joseph Tatusko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Raymond L. Abramson
CRD#: 4634540
315 Post Road West, Westport, CT 06880
93
Wealthminder
score

Raymond Abramson (CRD# 4634540) is an Investment Advisor Representative working at Westport Resources Management Inc. in Westport, CT and has over 14 years of experience in the finance industry.

5
Shawn F. Blau
CRD#: 5882042
55 Greens Farms Road, Westport, CT 06880
93
Wealthminder
score

Shawn Blau (CRD# 5882042) is an Investment Advisor Representative working at Westport Resources Management Inc. in Westport, CT and has over 6 years of experience in the finance industry.

6
Paul H. Daimler
CRD#: 715353
315 Post Road West, Westport, CT 06880
93
Wealthminder
score

Paul Daimler (CRD# 715353) is an Investment Advisor Representative working at Westport Resources Management Inc. in Westport, CT and has over 37 years of experience in the finance industry.

7
Donald Gordon
CRD#: 2693206
315 Post Road West, Westport, CT 06880
93
Wealthminder
score

Donald Gordon (CRD# 2693206) is an Investment Advisor Representative working at Westport Resources Management Inc. in Westport, CT and has over 21 years of experience in the finance industry.

8
Rami Hofshi
CRD#: 1965882
1 Bank Street, Suite 301, Stamford, CT 06901
93
Wealthminder
score

Rami Hofshi (CRD# 1965882) is an Investment Advisor Representative working at Westport Resources Management Inc. in Stamford, CT and has over 27 years of experience in the finance industry.

9
Paul A. Labossiere
CRD#: 1902718
55 Greens Farms Road, Westport, CT 06880
93
Wealthminder
score

Paul Labossiere (CRD# 1902718) is an Investment Advisor Representative working at Westport Resources Management Inc. in Westport, CT and has over 12 years of experience in the finance industry.

10
Patricia E. Matteson
CRD#: 5621574
55 Greens Farms Road, Westport, CT 06880
93
Wealthminder
score

Patricia Matteson (CRD# 5621574) is an Investment Advisor Representative working at Westport Resources Management Inc. in Westport, CT and has over 8 years of experience in the finance industry.

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