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Aspetuck Financial Management LLC
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CRD # | 134500 |
SEC # | 801-125900 |
CIK # | |
AUM | $126.5 MM (2024-03-07) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 203-226-5733 |
Address | 27A Imperial Ave Westport, CT 06880 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 58 | 21.5 |
(b) Individuals (high net worth individuals) | 26 | 89.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 12.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 2.8 |
(n) Other | 0 | 0.0 |
Total | 453 | 126.5 |
By Discretionary | ||
Discretionary | 453 | 126.5 |
Non-Discretionary | 0 | 0.0 |
Total | 453 | 126.5 |
By Non-United States Persons | ||
Non-United States Persons | 2.4 | |
United States Persons | 124.1 | |
Total | 453 | 126.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ean Equity Financial Services LLC
✚
|
VA | 0.1 |
Merrithew & Thorsten Inc
✚
|
CA | 0.1 |
Cobler Capital Management LLC
✚
|
KS | 0.1 |
Torrey Wealth LLC
✚
|
CA | 0.1 |
Avant Financial Advisors LLC
✚
|
TX | 0.1 |
Lifecourse Capital Inc
✚
|
AL | 0.1 |
Sustainable Investment Solutions LLC
✚
|
MA | 0.1 |
Black Capital Management LLC
✚
|
MO | 0.1 |
Client First Investment Management LLC
✚
|
WI | 0.1 |
Liberty Asset Management Inc
✚
|
IL | 0.1 |