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Building 2HEPWORTH EQUITY PARTNERS, LLC

Map pin
Phone603-819-5323
NotebookSEC #801-131607
Total AUM
$135.6M
Employees
2
Clients
421

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
603-819-5323

ReceiptFinancials

Total AUM
$135.6M
Accounts
421
Discretionary
$135.6M
Accounts
421
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
294
AUM
$54.8M
HNW Individual Clients
127
AUM
$80.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
MANHNJNY

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

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