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Building 2603 FINANCIAL ADVISORS, LLC

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Phone(603) 956-4977
NotebookSEC #801-135510
Total AUM
$106.9M
Employees
1
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(603) 956-4977

ReceiptFinancials

Total AUM
$106.9M
Accounts
364
Discretionary
$106.9M
Accounts
364
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$40.8M
HNW Individual Clients
31
AUM
$64.7M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANCNHVT

HandshakeAffiliates

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

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