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 is a sole-proprietorship independent registered investment adviser that has been SEC-registered since 2015. The firm is owned by an individual and combines accounting-related services with discretionary portfolio management for individuals and small businesses. Its clientele includes both individual & family investors and institutional clients. Compensation is charged via a mix of percentage-of-AUM and fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
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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