Aspetuck Financial Management LLC
● SEC registered since 2022CRD 134500SEC# 801-125900Westport, CT
Reg. AUM
$178.3M
Employees
1
Accounts
481
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 $178.3 million in regulatory assets under management and employs 1 people.
Aspetuck Financial Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Timothy Byrne Control | Managing Member; Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Aspetuck Financial Management LLC manage?
Aspetuck Financial Management LLC reports $178.3 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
| Address | 27a Imperial Ave., Westport, CT 06880 |
| Phone | 203-226-5733 |
| Fax | 203-226-5464 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.3M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$178.3Mregulatory AUM
Discretionary $178.3M