Unclaimed Profile

Robert Thomas Boon

MASCOMA WEALTH MANAGEMENT LLC·HANOVER, New Hampshire

Clean recordMASCOMA WEALTH MANAGEMENT LLC

80 SOUTH MAIN STREET, HANOVER, NH 03755CRD# 2204796Firm CRD# 174907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Thomas Boon · HANOVER, NH

Registration

CRD #2204796 · MASCOMA WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Thomas Boon is a registered financial advisor based in HANOVER, New Hampshire, affiliated with MASCOMA WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MASCOMA WEALTH MANAGEMENT LLC

MASCOMA WEALTH MANAGEMENT

AUM

$435M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MASCOMA WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2204796

Firm CRD# 174907

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Thomas Boon offer?

Robert Thomas Boon specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HANOVER, New Hampshire for a consultation.

What are Robert Thomas Boon's credentials?

Robert Thomas Boon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Boon located?

Robert Thomas Boon is based in HANOVER, New Hampshire, working with MASCOMA WEALTH MANAGEMENT LLC. Their office serves clients in the HANOVER metropolitan area and surrounding communities.

How does Robert Thomas Boon charge for services?

Robert Thomas Boon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MASCOMA WEALTH MANAGEMENT LLC?

MASCOMA WEALTH MANAGEMENT LLC has approximately 9 employees and manages $435M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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