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Searle & Co.
Greenwich, Connecticut
SEARLE & CO. is a leading investment advisory firm headquartered in Greenwich, CT. With 12 dedicated professionals, they provide comprehensive financial guidance and personalized investment strategies to a diverse clientele. Eight of their highly skilled employees specialize in delivering top-notch investment advisory services, ensuring that clients receive expert guidance tailored to their unique goals and risk tolerance.
At SEARLE & CO., compensation structure is designed to align with clients' interests and includes various types of remuneration. This approach ensures that the firm's success is directly linked to the success o...see more
Assets Under Mgmt
$402.77M
Investment Professionals
8
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Commissions
Services Provided Section
- Portfolio management for individuals and/or small businesses
Other Business Activities
- Broker-dealer (Registered or unregistered)
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Found to have been involved in a violation of self-regulatory organizations rules
- Disciplined by self-regulatory organization or commodities exchange
Reviews for Searle & Co.
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