Weybosset Research & Management, LLC
Firm details
- Headquarters
- Providence, Rhode Island
- CRD number
- 108047
- Registered since
- May 26, 2000
- Website
- weybosset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI80.01%
- Individuals17.59%
- Charitable Organizations2.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Weybosset Research & Management, LLC is an independent RIA organized as an LLC and registered with the SEC since 2000. Ownership is individual, and the firm focuses on portfolio management for individuals and small businesses. Its clientele is primarily individual and family investors. Fee arrangements are mixed: percentage-of-AUM fees alongside fixed-fee engagements and some performance-based fee structures. The firm does not describe itself as an ESG investor, is not designated a multi-state adviser, and does not operate as a capital allocator in the sense of running third‑party fund platforms.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities93%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Jeannine Galvin
Chief Operating OfficerCRD 2491310
Contacts
3 of 3
Justin Deutsch
Partner, Portfolio ManagerCRD 4079675
Fla Lewis
PrincipalCRD 4341398
Fla Lewis
Vice PresidentCRD 727990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$450K in ETFs
100%
$450K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $450K | 603 | 100.00% |
Location
Providence, RI
Providence
Location
Providence, RI
Headquartered in Providence, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 50 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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