Overview
Assets Under Management: $120 million
Headquarters: WOLFEBORO, NH
High-Net-Worth Clients: 308
Average Client Assets: $357,142
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 308
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.67
Average High-Net-Worth Client Assets: $357,142
Total Client Accounts: 406
Discretionary Accounts: 406
Regulatory Filings
CRD Number: 145774
Last Filing Date: 2025-01-30 00:00:00
Website: https://hepworthep.com