Overview
Assets Under Management: $258 million
Headquarters: KEENE, NH
High-Net-Worth Clients: 30
Average Client Assets: $8 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.48
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 122
Discretionary Accounts: 122
Regulatory Filings
CRD Number: 137959
Last Filing Date: 2025-01-23 00:00:00
Website: https://bluestonenh.com