Southport Station Financial Mangement, LLC Email Format

Financial ServicesConnecticut, United States2-10 Employees

Southport Station Financial Mangement, LLC operates in the financial services sector from Southport, Connecticut. It provides tax, financial, retirement, and estate planning alongside investment management through a fee-based, customized approach. With an asset-management capacity of approximately $150 million and a policy of limiting its client base, it focuses on long-term, tailored planning.
Its client base includes individuals with assets above $10 million, and the firm offers a family office service for those clients. As a boutique advisory within financial services, it combines comprehensive planning with portfolio management to support clients over time.

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