Be advised. This firm is no longer registered.

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
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.
No Advisor Found.
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