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
By the Numbers
-
Total Assets Under Management103MILLION
-
Total Number of Accounts347ACCOUNTS
-
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
1
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.
2
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.