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Building 2THREE BEARINGS FIDUCIARY ADVISORS, INC.

Map pinHAMPTON, NH
Phone603-926-1775
NotebookSEC #801-108079
Total AUM
$350.7M
Employees
4
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
380 LAFAYETTE ROAD UNIT D
HAMPTON
NH 03842
United States
Operating Hours
9-5
Monday - Friday
Phone
603-926-1775

ReceiptFinancials

Total AUM
$350.7M
Accounts
547
Discretionary
$333M
Accounts
511
Non-Discretionary
$17.7M
Accounts
36

ContactClients

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Individual Clients
84
AUM
$20.9M
HNW Individual Clients
73
AUM
$183.2M
Charitable Organization Clients
2
AUM
$557.7K
Government Entity Clients
40
AUM
$146.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO SERVICES FOR MUNICIPALITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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