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| Happy Holidays!! thanks for using AUM13F!! |
| Saybrook Wealth Group Inc
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| CRD # | 317867 |
| SEC # | 801-122964 |
| CIK # | |
| AUM | $241.6 M (2025-03-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 860-388-2200 |
| Address | 288 Main Street Old Saybrook, CT 06475 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 55.8 |
| (b) Individuals (high net worth individuals) | 67 | 178.6 |
| (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 | 3 | 7.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 932 | 241.6 |
| By Discretionary | ||
| Discretionary | 294 | 86.9 |
| Non-Discretionary | 638 | 154.7 |
| Total | 932 | 241.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.6 | |
| Total | 932 | 241.6 |
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|---|---|---|
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PKS Investment Advisors LLC
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Legacy Investment Solutions LLC
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ID | 0.2 |
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