Investment adviser · CRD 105306

WESTPORT RESOURCES MANAGEMENT INC

Investment adviser filing (IA)

WESTPORT, CT, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$578M
Form ADV · Item 5.F
Client accounts
331
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
13
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

55 GREENS FARMS ROAD
WESTPORT, CT, 06880, United States

CRD 105306

Filing source

Form ADV 1005064 · Mar 30, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.