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Bysko John A Associates (Old Lyme)


Bysko John A Associates is an adviser based in Old Lyme. It manages $85.21 million of regulatory assets for 209 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Bysko John A Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bysko John A Associates: assets under management

The assets under management (AUM) of Bysko John A Associates is $85.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $85.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $407.68 thousand each.
Bysko John A Associates has custody of $5 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bysko John A Associates for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Old Lyme

The principal office where Bysko John A Associates performs its advisory services is located at 100 Halls Road, Old Lyme, CT 06371 The mailing address of the firm is P.O. Box 487, Old Lyme, CT 06371 0487. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-434-3632 or by fax 860-434-5207. The normal business hours are 9:30 to 5:00 on Monday - Friday.


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