Aspetuck Financial Management LLC

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Assets, Funds, Holdings

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Aspetuck Financial Management LLC
CRD #134500
SEC #801-125900
CIK #
AUM $126.5 MM (2024-03-07)
Employees 1 (100% Investors, 0% Brokers)
Phone203-226-5733
Address27A Imperial Ave
Westport, CT 06880
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
13010478522602006201220182025
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
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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
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