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Harold Brent Wofsey

SAVOIR FAIRE CAPITAL MANAGEMENT, LP·NORWALK, Connecticut
Clean recordSAVOIR FAIRE CAPITAL MANAGEMENT, LP
18 MARSHALL STREET, NORWALK, CT 06854CRD# 5907349Firm CRD# 306994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harold Brent Wofsey · NORWALK, CT
Registration
CRD #5907349 · SAVOIR FAIRE CAPITAL MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Harold Brent Wofsey is a registered financial advisor based in NORWALK, Connecticut, affiliated with SAVOIR FAIRE CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SAVOIR FAIRE CAPITAL MANAGEMENT, LP
SAVOIR FAIRE CAPITAL MANAGEMENT, LP
AUM
$413M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SAVOIR FAIRE CAPITAL MANAGEMENT, LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5907349
Firm CRD# 306994
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harold Brent Wofsey offer?
Harold Brent Wofsey specializes in Retirement Planning, Wealth Management. Contact their office in NORWALK, Connecticut for a consultation.
What are Harold Brent Wofsey's credentials?
Harold Brent Wofsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harold Brent Wofsey located?
Harold Brent Wofsey is based in NORWALK, Connecticut, working with SAVOIR FAIRE CAPITAL MANAGEMENT, LP. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does Harold Brent Wofsey charge for services?
Harold Brent Wofsey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAVOIR FAIRE CAPITAL MANAGEMENT, LP?
SAVOIR FAIRE CAPITAL MANAGEMENT, LP has approximately 4 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAVOIR FAIRE CAPITAL MANAGEMENT, LP

Brian Michael Crombie
STAMFORD, CT
Roselle Eisma Crombie
STAMFORD, CT

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Research
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