Saybrook Wealth Group, Inc.
CRD 317867SEC# 801-122964Old Saybrook, CT
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
$292.1M
Employees
2
Accounts
998
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 $292.1 million in regulatory assets under management and employs 2 people.
Saybrook Wealth Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Ernest Norton Control | President And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Saybrook Wealth Group, Inc. manage?
Saybrook Wealth Group, Inc. reports $292.1 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
| Address | 288 Main Street, Old Saybrook, CT 06475 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$292.1M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$292.1Mregulatory AUM
Discretionary $90.9MNon-discretionary $201.2M