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Building 2THE WEALTH CONSERVATORY

Map pinLEBANON, NH
Phone800-472-1844
NotebookSEC #801-69486
Total AUM
$41.1M
Employees
3
Clients
0

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

ReceiptFinancials

Total AUM
$41.1M
Accounts
186
Discretionary
$14.4M
Accounts
66
Non-Discretionary
$26.7M
Accounts
120

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMONHTXVT

HandshakeAffiliates

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

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