JOHN A. BYSKO ASSOCIATES
Firm details
- Headquarters
- OLD LYME, Connecticut
- CRD number
- 110612
- Registered since
- March 20, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.28%
- Individuals7.46%
- Charitable Organizations3.25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
John A. Bysko Associates operates as a sole proprietorship and has been registered with the SEC since 2015. The firm primarily serves individual and family clients, as well as institutional clients, focusing on portfolio management for individuals and small businesses. The firm employs a fee structure that includes a percentage of assets under management and fixed fees. While it does not actively engage in ESG investing, it provides accounting services alongside its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other94%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
Contacts
1 of 1JOHN BYSKO
OwnerCRD 4364072
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLD LYME, CT
NEW LONDON
Location
OLD LYME, CT
Headquartered in OLD LYME, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- NEW LONDON
- Address
- 100 Halls Rd
- Time zone
- ET (UTC-5)
- Office locations
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