Bisset A G & Co Inc (Rowayton)

Name: Bisset A G & Co Inc
Address: 71 Rowayton Ave, Rowayton, CT, 06853
Telephone: 203-866-3540

Bisset A G & Co Inc is a large advisory firm based in Rowayton. It manages $2 billion of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Bisset A G & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and security ratings or pricing 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.

Bisset A G &: assets under management

The assets under management (AUM) of Bisset A G & Co Inc is $2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bisset A G & Co Inc for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. 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.

Careers at Bisset A G & Co Inc

Alfred George Bisset has been acting as President since 1 Apr 1981. Laraine Ellen Mehr Turlis joined the executive team most recently as the Chief Financial Officer And Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alfred George Bisset	President	1 Apr 1981	50% - 75%	22204
Ulf Johan Lindahl	Vice president	1 Apr 1981	25% - 50%	4390661
Asa Birgitta Bisset	Treasurer	1 Apr 1981	Other	4390668
Donald Gerard Feeney	Head currency trader	1 Jan 2000	Other	4390677
Donald Gerard Feeney	Chief operating officer and chief compliance officer	1 Jan 2007	Other	4390677
Laraine Ellen Mehr Turlis	Chief financial officer and treasurer	1 Dec 2009	Other	5766661

Based in Rowayton

The principal office where Bisset A G & Co Inc performs its advisory services is located at 71 Rowayton Ave, Rowayton, CT 06853, 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 www.agbisset.com.