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Hepworth Equity Partners, LLC

Headquartered in WOLFEBORO, NH

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Firm Information

Hepworth Equity Partners, LLC is an investment advisor registered with the SEC. The firm manages approximately $120 million in assets for 406 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Their services include portfolio management for individuals. They also participate in wrap fee programs.

Hepworth Equity Partners, LLC

$120.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HEPWORTH EQUITY PARTNERS, LLC has a total of 1 branch locations across the country.
location

WOLFEBORO, NH

Advisors at Hepworth Equity Partners, LLC

View All 1 Advisors
Unclaimed
Michael E Hepworth

RA

WOLFEBORO, NH

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Unclaimed
Bonnie Chen Aves

RA

WOLFEBORO, NH

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Disclosures

There are no public disclosures for Hepworth Equity Partners, LLC.

Frequently Asked Questions (5)

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