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Building 2BCAS

Map pinBEDFORD, NH
Phone603-668-4353
NotebookSEC #801-25587
Total AUM
$465.7M
Employees
8
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BEDFORD FARMS DR
SUITE 102
BEDFORD
NH 03110
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
603-668-4353

ReceiptFinancials

Total AUM
$465.7M
Accounts
631
Discretionary
$216.6M
Accounts
415
Non-Discretionary
$249.1M
Accounts
216

ContactClients

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Individual Clients
143
AUM
$46.2M
HNW Individual Clients
126
AUM
$249.4M
Pension/Profit Sharing Plan Clients
20
AUM
$135.2M
Charitable Organization Clients
3
AUM
$32.9M
Corporation or Business Clients
2
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
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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