S
CRD: 146270
Southport Station Financial Management, LLC
$192.1M Total AUM
$156.1M Disc. AUM
6.8% 3Y CAGR
3 Employees
182 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-28-2008
- Office Locations
- 2
Office Locations
368 Center Street Southport CT
-- Seymour CT
About Southport Station Financial Management, LLC
Southport Station Financial Management, LLC is a Southport-based RIA with 2 offices. The firm has been operating for 18 years. Managing $192.1M in total assets under management, with 3 advisory representatives. They custody assets with Raymond James.
Team overview
47 AVG AGE
$64.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
14.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
THOMAS ANTHONY TURIANO
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4290177
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
D
DAVID MARK BREZINA
President
- CRD
- #5515306
Available
Available
Available
E
Eric Carl Peck
--
- CRD
- #6711989
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,125,047 | $518,688 |
| Non-Discretionary | $35,937,444 | $1,437,498 |
| Total | $192,062,491 | $589,149 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing