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SEARLE & CO.
CRD 13035 · SEC 801-68574
333 GREENWICH AVENUE, GREENWICH, CT, 06830, United States
Phone
203-869-4800
Fax
203-661-2310
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$629.9M
Discretionary AUM
$601.1M
Team
13 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2025-12-16
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.6M |
| High net worth individuals | 119 | $621.5M |
| Charitable organizations | 1 | $4.8M |
States served
AL, CA, IL, NJ, NY, TN, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD