A.G. Bisset Associates, LLC is a large advisory firm based in Norwalk. It manages $581.22 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Connecticut.
A.G. Bisset Associates provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of A.G. Bisset Associates, LLC is $581.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -71% since the beginning of its operation, and $466.68 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay A.G. Bisset Associates, LLC for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Seth Devore Strickland has been acting as President since 1 Jul 2015. Uto Shinohara has served as the Chief Investment Officer since 1 Oct 2011. Kristina Isabella Hill joined the executive team most recently as the Member.
The principal office where A.G. Bisset Associates, LLC performs its advisory services is located at 40 Richards Avenue, Norwalk, CT 06854 2319, 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 203-866-3540 or by fax 203-866-0439. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at agbisset.com.