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| Keyboard |
| Saybrook Wealth Group Inc
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|---|---|
| CRD # | 317867 |
| SEC # | 801-122964 |
| CIK # | |
| AUM | 292.1 M (2026-03-13) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 860-388-2200 |
| Address | 288 Main Street Old Saybrook, CT 06475 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 73.5 |
| (b) Individuals (high net worth individuals) | 75 | 213.0 |
| (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 | 5.6 |
| (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 | 998 | 292.1 |
| By Discretionary | ||
| Discretionary | 362 | 90.9 |
| Non-Discretionary | 636 | 201.2 |
| Total | 998 | 292.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.1 | |
| Total | 998 | 292.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 297.0 M |
|
Birchbrook
✚
|
ME | 296.5 M |
|
Private Portfolios Inc
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|
CA | 293.5 M |
|
Millington Financial Advisors LLC
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|
IL | 291.4 M |
|
Retirement Portfolios LLC
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|
KS | 290.0 M |
|
PFG Private Wealth Management LLC
✚
|
FL | 289.0 M |
|
Traction Financial Partners LLC
✚
|
WY | 288.4 M |
|
Innova Wealth Partners LLC
✚
|
PA | 288.2 M |
|
Kanani Advisory Group Inc
✚
|
CA | 288.2 M |
|
Optivise Advisory Services LLC
✚
|
TN | 287.9 M |