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WESTPORT RESOURCES MANAGEMENT INC
WESTPORT RESOURCES MANAGEMENT INC
WESTPORT, Connecticut
·
7 registered advisors
·
CRD# 105306
SEC# 801-29733
203-226-0222
01
Firm Overview
AUM
$578M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WESTPORT RESOURCES MANAGEMENT INC
7 registered advisors
Ashley Schexnaildre
WESTPORT, Connecticut
CRD# 6182170
Cynthia Cobitt Vaccaro
WESTPORT, Connecticut
CRD# 2091813
John Adams Vaccaro
WESTPORT, Connecticut
CRD# 1147182
Jolyon Fox Stern
WESTPORT, Connecticut
CRD# 1523120
Joseph Anthony Tatusko
WESTPORT, Connecticut
CRD# 4663135
Timothy Andrew Looney
WESTPORT, Connecticut
CRD# 2727098
Wesley Brimmer Tyler
WESTPORT, Connecticut
CRD# 4645131
05
Office Locations
WESTPORT, Connecticut
7 advisors
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Data sourced from SEC Form ADV filings. WESTPORT RESOURCES MANAGEMENT INC (CRD# 105306) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.