WESTPORT FINANCIAL SERVICES, L.L.C.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
JACKSONVILLE, Florida
CRD number
38449
Registered since
May 4, 1995

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • PATRICK KENDALL

    Administrative AssociateCRD 5584485

  • Carter Angell

    CRD 7846268

  • JAMES PINTO

    Senior DirectorCRD 3045169

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth