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 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
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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