|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Southport Station Financial Management LLC
✚
|
|
|---|---|
| CRD # | 146270 |
| SEC # | 801-68863 |
| CIK # | |
| AUM | $183.9 M (2025-03-21) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 203-254-2333 |
| Address | 368 Center Street Southport, CT 06890 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 22.1 |
| (b) Individuals (high net worth individuals) | 93 | 155.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 385 | 183.9 |
| By Discretionary | ||
| Discretionary | 327 | 140.7 |
| Non-Discretionary | 58 | 43.2 |
| Total | 385 | 183.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 182.9 | |
| Total | 385 | 183.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Radix Organization Inc
✚
|
NY | 0.2 |
|
Brian Low Financial Group LLC
✚
|
LA | 0.2 |
|
Alere Planning LLC
✚
|
MD | 0.2 |
|
Angelus Investment Consulting Inc
✚
|
FL | 0.2 |
|
Lighthouse Financial Management LLC
✚
|
RI | 0.2 |
|
Pullen Investment Management LLC
✚
|
FL | 0.2 |
|
Flying Point Financial Inc
✚
|
MA | 0.2 |
|
New Horizon Financial Strategies LLC
✚
|
NY | 0.2 |
|
CornerStone Enterprises LLC
✚
|
WI | 0.2 |
|
Clearview Wealth Advisors LLC
✚
|
OR | 0.2 |