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Aspetuck Financial Management LLC

● SEC registered since 2022CRD 134500SEC# 801-125900Westport, CT
Export (members)
Reg. AUM
$152.7M
Employees
1
Accounts
451
Location
Westport, CT

Aspetuck Financial Management LLC assets under management

Aspetuck Financial Management LLC is an SEC-registered investment adviser based in Westport, CT. The firm has been registered since 2022. It reports $152.7 million in regulatory assets under management and employs 1 people.
www.facebook.com/aspetuckfinancialmanagementView on SEC.gov ↗

Aspetuck Financial Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Patrick Timothy Byrne ControlManaging Member; Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Aspetuck Financial Management LLC manage?

Aspetuck Financial Management LLC reports $152.7 million in regulatory assets under management on its Form ADV.

How many employees does Aspetuck Financial Management LLC have?

Aspetuck Financial Management LLC reports 1 employees.

Where is Aspetuck Financial Management LLC located?

Aspetuck Financial Management LLC is based in Westport, CT and has been SEC-registered since 2022.

Does Aspetuck Financial Management LLC disclose fund performance?

Aspetuck Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address27a Imperial Ave., Westport, CT 06880
Phone203-226-5733
Fax203-226-5464
Office hours5-Sep
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$152.7M
Non-discretionary$0
Total (RAUM)$152.7M