Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in NH, CONCORD

3 advisers found

Concord, NH

AUM

$735.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM

603-224-5977

Concord, NH

AUM

$545.4M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

603-228-5471

Concord, NH

AUM

$42.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

(603) 715-2664