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Building 2THE WEALTH CONSERVATORY

Map pinLEBANON, NH
Phone800-472-1844
NotebookSEC #801-132219
Total AUM
$138.4M
Employees
4
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 SCHOOL STREET
LEBANON
NH 03766
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
800-472-1844
Other Offices
3

ReceiptFinancials

Total AUM
$138.4M
Accounts
359
Discretionary
$138.4M
Accounts
359
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$21.4M
HNW Individual Clients
58
AUM
$115.3M
Charitable Organization Clients
3
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMONCNHTXVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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