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SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270 · SEC 801-68863
368 CENTER STREET, SOUTHPORT, CT, 06890, United States
Phone
203-254-2333
Fax
203-254-2411
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.1M
Discretionary AUM
$156.1M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $24.5M |
| High net worth individuals | 84 | $161.5M |
States served
NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD