Weybosset Research & Management, LLC
Weybosset Research & Management, LLC (CRD# 108047) is a financial advisory firm headquartered in Providence, RI. They manage $307,452,806 in 346 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Weybosset Research & Management, LLC
By the Numbers
-
Total Assets Under Management307MILLION
-
Total Number of Accounts346ACCOUNTS
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Average Account Value$888,592
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, CT, FL, MA, NH, NY, RI, TX
Financial Advisors at Weybosset Research & Management, LLC
1
Justin Deutsch (CRD# 4079675) is an Investment Advisor Representative working at Weybosset Research & Management, LLC in Providence, RI and has over 13 years of experience in the finance industry.
2
Fla Lewis (CRD# 727990) is an Investment Advisor Representative working at Weybosset Research & Management, LLC in Providence, RI and has over 42 years of experience in the finance industry.
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