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Building 2BROPHY WEALTH MANAGEMENT, LLC

Map pinBEDFORD, NH
Phone(603) 668-2303
NotebookSEC #801-78964
Total AUM
$532.5M
Employees
11
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 SOUTH RIVER ROAD
BEDFORD PLACE UNIT 15
BEDFORD
NH 03110
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(603) 668-2303

ReceiptFinancials

Total AUM
$532.5M
Accounts
1,205
Discretionary
$532.5M
Accounts
1,205
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
243
AUM
$91.8M
HNW Individual Clients
148
AUM
$440.2M
Charitable Organization Clients
1
AUM
$455K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLLAMAMENCNHNYOHPATXVT

HandshakeAffiliates

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

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