|
⚲
|
| Southport Station Financial Management LLC
✚
| |
|---|---|
| CRD # | 146270 |
| SEC # | 801-68863 |
| CIK # | |
| AUM | $174.5 MM (2024-03-27) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 203-254-2333 |
| Address | 368 Center Street Southport, CT 06890 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 22.9 |
| (b) Individuals (high net worth individuals) | 76 | 141.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.8 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 174.5 |
| By Discretionary | ||
| Discretionary | 236 | 139.2 |
| Non-Discretionary | 56 | 35.3 |
| Total | 292 | 174.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.5 | |
| Total | 292 | 174.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Family Fiduciary Services Inc
✚
|
MA | 0.2 |
|
Entrewealth LLC
✚
|
TX | 0.2 |
|
PKS Investment Advisors LLC
✚
|
MD | 0.2 |
|
Glenorchy Capital Limited
✚
|
0.2 | |
|
Arista Advisory Group LLC
✚
|
NY | 0.2 |
|
Redwood Financial Planning LLC
✚
|
NJ | 0.2 |
|
Evergreen Wealth Management LLC
✚
|
MI | 0.2 |
|
Williams Financial LLC
✚
|
VT | 0.2 |
|
Radix Financial LLC
✚
|
0.2 | |
|
Iadvise Partners LLC
✚
|
NY | 0.2 |