Southport Station Financial Management, LLC
Southport Station Financial Management, LLC is an SEC-registered wealth manager in Southport, CT with $192.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Southport Station Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146270, SEC 801-68863, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $192.1M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Southport, CT
- Employees
- 3
- Clients
- 182
- CRD
- 146270
- Ownership
- JELORMINE, MICHAEL, S; JELORMINE, MICHAEL, SHERMAN; TURIANO, THOMAS, ANTHONY; BREZINA, DAVID, MARK; TECK FINANCIAL, INC.
How much AUM does Southport Station Financial Management, LLC have?
Southport Station Financial Management, LLC reported $192.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Southport Station Financial Management, LLC?
Disclosed owners and executives of Southport Station Financial Management, LLC include JELORMINE, MICHAEL, S, JELORMINE, MICHAEL, SHERMAN, TURIANO, THOMAS, ANTHONY, BREZINA, DAVID, MARK, TECK FINANCIAL, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.