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Building 2MOSES AND GAGNE FINANCIAL, INC.

Map pinCONCORD, NH
Phone603-224-9906
NotebookSEC #801-45250
Total AUM
$75M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 SOUTH STATE STREET
CONCORD
NH 03301
USA
Operating Hours
SEE ABOVE
MONDAY - THURSDAY 8:30-5; FRIDAY 8:30-1
Phone
603-224-9906

ReceiptFinancials

Total AUM
$75M
Accounts
1,200
Discretionary
$0
Accounts
0
Non-Discretionary
$75M
Accounts
1,200

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NH

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

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