WESTPORT FINANCIAL SERVICES, L.L.C.
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 38449
- Registered since
- May 4, 1995
Firm profile
FINTRXOverview
Westport Financial Services, L.L.C. is organized as a limited liability company and has been SEC-registered since 1995. Ownership is recorded as a mix of a domestic entity and an individual. The firm's public snapshot classifies it as unclassified and does not list it as a capital allocator, pension consultant, related adviser, or newly formed adviser. It is also flagged as not being an active ESG investor and not a multi-state adviser. Available records do not describe the firm's advisory focus, client segments, fee arrangements, or specific business activities, so there is no published detail on the services it offers or the investment strategies it pursues.
Assets & Accounts
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
Contacts
3 of 10PATRICK KENDALL
Administrative AssociateCRD 5584485
Carter Angell
CRD 7846268
JAMES PINTO
Senior DirectorCRD 3045169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 4651 Salisbury Rd
- Time zone
- ET (UTC-5)
- Office locations
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