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Saybrook Wealth Group, Inc.

CRD 317867SEC# 801-122964Old Saybrook, CT
Export (members)
No longer SEC-registered. Saybrook Wealth Group, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$241.6M
Employees
2
Accounts
932
Location
Old Saybrook, CT

Saybrook Wealth Group, Inc. assets under management

Saybrook Wealth Group, Inc. is a registered investment adviser overseen by the SEC based in Old Saybrook, CT. It reports $241.6 million in regulatory assets under management and employs 2 people.

Saybrook Wealth Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Stephen Ernest Norton ControlPresident And Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Saybrook Wealth Group, Inc. manage?

Saybrook Wealth Group, Inc. reports $241.6 million in regulatory assets under management on its Form ADV.

How many employees does Saybrook Wealth Group, Inc. have?

Saybrook Wealth Group, Inc. reports 2 employees.

Where is Saybrook Wealth Group, Inc. located?

Saybrook Wealth Group, Inc. is based in Old Saybrook, CT.

Does Saybrook Wealth Group, Inc. disclose fund performance?

Saybrook Wealth Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address288 Main Street, Old Saybrook, CT 06475
Office hours8:30 a.m. To 5:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$86.9M
Non-discretionary$154.7M
Total (RAUM)$241.6M