AdvisorOS Directory
Claim Profile
JB

James Stephen Brophy

BROPHY WEALTH MANAGEMENT, LLC·BEDFORD, New Hampshire
Unclaimed Profile
40 SOUTH RIVER ROAD, BEDFORD, NH 03110CRD# 5731000Firm CRD# 169894
01

About

James Stephen Brophy is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with BROPHY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BROPHY WEALTH MANAGEMENT, LLC
BROPHY WEALTH MANAGEMENT, LLC
AUM
$407M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BROPHY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5731000
Firm CRD# 169894
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEDFORD?

Browse all registered financial advisors in BEDFORD, New Hampshire or claim this profile if it's yours.

Browse BEDFORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Stephen Brophy offer?
James Stephen Brophy specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are James Stephen Brophy's credentials?
James Stephen Brophy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stephen Brophy located?
James Stephen Brophy is based in BEDFORD, New Hampshire, working with BROPHY WEALTH MANAGEMENT, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does James Stephen Brophy charge for services?
James Stephen Brophy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROPHY WEALTH MANAGEMENT, LLC?
BROPHY WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $407M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BEDFORD
Stephen Albert Brophy — BROPHY WEALTH MANAGEMENT, LLCSteven M Dalton — BROPHY WEALTH MANAGEMENT, LLCEric Michael Press — ALTERNA CAPITAL PARTNERS LLCRoger Phillip Miller — ALTERNA CAPITAL PARTNERS LLCLisa Jean Rowe — FOCUS CAPITAL INC.
Nearby cities in New Hampshire
PORTSMOUTH (114)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile