Hepworth Equity Partners, LLC

Hepworth Equity Partners, LLC (CRD# 145774) is a financial advisory firm headquartered in Wolfeboro, NH. They manage $103,000,000 in 347 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

39 Harbor Way, No.18, Wolfeboro, NH 03894

http://www.hepworthequitypartners.com

By the Numbers

Total Assets Under Management

103

MILLION
Total Number of Accounts

347

ACCOUNTS
Average Account Value

$296,830

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MA, NH, NJ, NY

Financial Advisors at Hepworth Equity Partners, LLC

Showing 1 - 2 of 2 top financial advisors.

Bonnie C. Aves

CRD#: 2394247

39 Harbor Way, No.18, Wolfeboro, NH 03894

Bonnie Aves (CRD# 2394247) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 30 years of experience in the finance industry.

Michael E. Hepworth

CRD#: 2448444

39 Harbor Way, No.18, Wolfeboro, NH 03894

Michael Hepworth (CRD# 2448444) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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