Westport Resources Management Inc (Westport)

Name: Westport Resources Management Inc
Address: 55 Greens Farms Road, Westport, CT, 06880
Telephone: 203-226-0222

Westport Resources Management Inc is a large advisory firm based in Westport. It manages $577.71 million of regulatory assets for 331 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.

Westport Resources Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Westport Resources Management: assets under management

The assets under management (AUM) of Westport Resources Management Inc is $577.71 million. The firm's AUM has grown by 233% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $550.03 million in discretionary accounts and $27.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.68 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.92 million.

Westport Resources Management has custody of $2.46 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Westport Resources Management Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Westport Resources Management Inc

Theron Steeley Hoffman has been acting as President since 1 Dec 2006. Joseph Anthony Tatusko has served as the Chief Investment Officer since 1 May 2008. Christopher James Delaura joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Adams Vaccaro	Ceo, board of directors	1 Jun 1990	75% - 100%	1147182
Cynthia Cobitt Vaccaro	Secretary	1 Jun 1990	Other	2091813
Jill Christine Bodossian	Director of compliance	1 Jan 1999	Other	2173504
William Bliss	Director of managed accounts	1 Jan 2001	Other	2670926
William Michael Bliss	Director of managed accounts	1 Jan 2001	Other	2670926
Sandra Kapell	Chief operating officer	1 Jan 2002	Other	4509795
Sandra Pemberton Kapell	Chief operating officer	1 Jan 2002	Other	4509795
Wesley Brimmer Tyler	Board of directors	1 Dec 2002	Other	4645131
Richard G Vaccaro	Cfo	1 Feb 2003	Other	3009714
Richard Glen Vaccaro	Cfo	1 Feb 2003	Other	3009714
Cynthia Cobitt Vaccaro	Board of directors	1 Mar 2003	Other	2091813
William Michael Bliss	Secretary/treasurer	1 Mar 2003	Other	2670926
Harry Nathaniel Bloch	Compliance manager	1 Sep 2003	Other	23688
Thaddeus James North	Chief compliance officer	1 Feb 2006	Other	2100909
Theron Steeley Hoffman	President	1 Dec 2006	Other	5273790
Anthony R Kinsley	Cfo/ board of directors	1 Jan 2008	Other	4232048
Joseph Anthony Tatusko	Chief investment officer	1 May 2008	Other	4663135
Gina Marie Giannone	Chief compliance officer	1 May 2008	Other	1751788
Timothy Andrew Looney	Chief financial officer	1 Jan 2009	Other	2727098
Jeffrey Spencer Sargent	Chief compliance officer	1 Aug 2009	Other	2167467
George Humbert Keith	President, coo & board of directors	1 Aug 2009	Other	1031080
Jolyon Fox Stern	Board of directors	1 Dec 2009	Other	1523120
Ashley Schexnaildre	Controller	1 Apr 2013	Other	6182170
Christopher James Delaura	Chief operating officer	1 Sep 2013	Other	2899748

Based in Westport

The principal office where Westport Resources Management Inc performs its advisory services is located at 55 Greens Farms Road, 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 203-226-0222 or by fax 203-341-7515. The normal business hours are 9:30am - 4:00pm on Monday - Friday. You can find more information about the New York firm at westportresources.com.