WESTPORT STRATEGIES ADVISORS, LLC
CRD #163577 SEC #801-76594 BRAINTREE, MA 781-848-1212
SEC Registered
Total AUM
$1.9B
Discretionary
$0
Employees
1
Clients
--
Accounts
29
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2019 | $1.9B | $0 | $1.9B | 1 | 0 |
| Mar 2019 | $1.9B | $0 | $1.9B | 10 | 0 |
| Mar 2018 | $1.9B | $0 | $1.9B | 6 | 0 |
| Mar 2017 | $1.5B | $0 | $1.5B | 6 | 11 |
| Mar 2016 | $1.4B | $0 | $1.4B | 6 | 11 |
| Mar 2015 | $1.5B | $0 | $1.5B | 6 | 11 |
| Mar 2014 | $373.1M | $373.1M | $0 | 6 | 1 |
| Mar 2013 | $213.8M | $213.8M | $0 | 6 | 1 |
| Sep 2012 | $194M | $194M | $0 | -- | 0 |
DateSep 2019
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees1
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees10
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees6
Clients0
DateMar 2017
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees6
Clients11
DateMar 2016
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees6
Clients11
DateMar 2015
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees6
Clients11
DateMar 2014
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees6
Clients1
DateMar 2013
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees6
Clients1
DateSep 2012
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees--
Clients0