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Resnick Advisory Services LLC (Westport)


Resnick Advisory Services LLC is a large advisory firm based in Westport. It manages $236.28 million of regulatory assets for 428 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

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Resnick Advisory Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Resnick Advisory Services: assets under management

The assets under management (AUM) of Resnick Advisory Services LLC is $236.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $236.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $552.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Resnick Advisory Services LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Resnick Advisory Services LLC performs its advisory services is located at 301 Riverside Ave, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-226-8262 or by fax 203-227-1320. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.resnickadvisory.com.


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