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 an SEC-registered limited liability company that was first registered in 1995. Public filings and the FINTRX snapshot provide only limited operational detail: the firm is classified as "Unclassified" in the dataset, is owned by a domestic entity/individual, and is not identified as a capital allocator. The profile indicates the adviser does not self-identify as an active ESG investor and is not marked as a multi-state adviser in the snapshot, though other location data (below) shows multiple offices across states. The firm has not provided disclosures about its client mix, fee structure, core advisory activities, or specific investment orientation in the available data.

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

    Patrick Kendall

    Administrative AssociateCRD 5584485

  • Carter Angell

    Carter Angell

    CRD 7846268

  • James Pinto

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth