Westport Financial Services, L.L.C.
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 38449
- Registered since
- May 4, 1995
Firm profile
FINTRXOverview
Westport Financial Services, L.L.C. is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 1995. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as Unclassified in the snapshot and is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. The FINTRX entry does not list the firm’s core service lines, fee structure, client segments, or specific advisory activities. Those details were not supplied in the snapshot used for this profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Patrick Kendall
Administrative AssociateCRD 5584485
Carter Angell
CRD 7846268
James Pinto
Senior DirectorCRD 3045169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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