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Building 2TRUTH OF INVESTING LLC

Map pinCONWAY, NH
Phone16036620331
NotebookSEC #801-108155
Total AUM
$27.3M
Employees
5
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
66 MAIN ST
CONWAY
NH 03818
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
16036620331
Other Offices
1

ReceiptFinancials

Total AUM
$27.3M
Accounts
174
Discretionary
$27.3M
Accounts
174
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
172
AUM
$18.1M
Investment Advisor Clients
1
AUM
$9.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLKYMINHTN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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