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Building 2MILESTONE FINANCIAL PLANNING, LLC

Map pinBEDFORD, NH
Phone603-589-8010
NotebookSEC #801-67022
Total AUM
$145.7M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 COMMERCE DRIVE
BEDFORD
NH 03110
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
603-589-8010

ReceiptFinancials

Total AUM
$145.7M
Accounts
595
Discretionary
$145.7M
Accounts
595
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMENHTX

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

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