SAYBROOK WEALTH GROUP, INC. - Financial Advisor in Connecticut, Old Saybrook

Tel: (860) 388-2200 288 Main Street Old Saybrook, Connecticut 06475

About SAYBROOK WEALTH GROUP, INC.

SAYBROOK WEALTH GROUP, INC. is a Old Saybrook, Connecticut based financial advisory firm with nearly $196,711,823 in assets under management and provides investment advisory services for 928 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

317867

Firm SEC#:

801-122964

Assets Under Management:

$196,711,823

No. of Clients:

928

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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