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Aspetuck Financial Logo
Aspetuck Financial CB Rank
2464896
Heat Score
51
Aspetuck Financial is an investment management company.
Founded
obfuscation
Private Westport, Connecticut, United States1-10 www.aspetuckfinancial.com
Finance
Financial Services
Retirement
Wealth Management
Overview

Aspetuck Financial
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Aspetuck Financial

CB Rank
2464896
Aspetuck Financial is an investment management company.
Founded
obfuscation
Private Westport, Connecticut, United States1-10 www.aspetuckfinancial.com
Finance
Financial Services
Retirement
Wealth Management

Details

Legal Name Aspetuck Financial Management LLC.
Operating Status Active
Company Type For Profit
About the Company
Aspetuck Financial wanted to remain independent from large institutional influences that can sometimes undermine the interests of the individual investor. It is a conservative investment management firm specializing in managing retirement assets. it offers services like wealth management, retirement planning, and more.
Phone Number +1 203 226 5733
Contact Email aspetuckfin@optonline.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
Personalized portfolio construction and management tailored to individual client needs and account types.
Retirement Planning
Financial planning strategies focused on helping clients achieve their desired retirement lifestyle through tax, estate, and risk management.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$269.3KThis year, Aspetuck Financial is projected to spend $269.3K on IT, according to Aberdeen.

Active Website Tech Count

1Aspetuck Financial is actively using the technology Unsplash for its website, according to BuiltWith.
Sub-Organizations
Frequently Asked Questions

Where is Aspetuck Financial's headquarters? Aspetuck Financial is located in Westport, Connecticut, United States.Who are Aspetuck Financial's competitors? Alternatives and possible competitors to Aspetuck Financial may include Sagamore Wealth, Chatterton & Associates The Wealth Management Team, and  StreamSong Advisors.
Who We Are
What We Do
Helpful Links
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