SAYBROOK WEALTH GROUP, INC.
CRD #317867 SEC #801-122964 OLD SAYBROOK, CT (860) 388-2200
SEC Registered
Total AUM
$241.6M
Discretionary
$86.9M
Employees
2
Clients
101
Accounts
932
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $241.6M | $86.9M | $154.7M | 2 | 0 |
| Mar 2024 | $196.7M | $18M | $178.7M | 2 | 0 |
| Mar 2023 | $161.4M | $12.6M | $148.8M | 2 | 0 |
| May 2022 | $136.7M | $10M | $126.7M | 2 | 0 |
| Jan 2022 | $0 | $0 | $0 | 2 | 0 |
| Dec 2021 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$241.6M
Discretionary$86.9M
Non-Disc.$154.7M
Employees2
Clients0
DateMar 2024
Total AUM$196.7M
Discretionary$18M
Non-Disc.$178.7M
Employees2
Clients0
DateMar 2023
Total AUM$161.4M
Discretionary$12.6M
Non-Disc.$148.8M
Employees2
Clients0
DateMay 2022
Total AUM$136.7M
Discretionary$10M
Non-Disc.$126.7M
Employees2
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0