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Harvey Maurice Joseph Ames

AMES PLANNING ASSOCIATES INC·PETERBOROUGH, New Hampshire
Clean recordAMES PLANNING ASSOCIATES INC
9 VOSE FARM ROAD, SUITE 130, PETERBOROUGH, NH 03458-0396CRD# 1920368Firm CRD# 107703

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harvey Maurice Joseph Ames · PETERBOROUGH, NH
Registration
CRD #1920368 · AMES PLANNING ASSOCIATES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Harvey Maurice Joseph Ames is a registered financial advisor based in PETERBOROUGH, New Hampshire, affiliated with AMES PLANNING ASSOCIATES INC. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GROVE STREET FIDUCIARY, LLC
GROVE STREET FIDUCIARY, LLC
AUM
$332M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GROVE STREET FIDUCIARY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1920368
Firm CRD# 107703
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harvey Maurice Joseph Ames offer?
Harvey Maurice Joseph Ames specializes in Financial Planning, Investment Management. Contact their office in PETERBOROUGH, New Hampshire for a consultation.
What are Harvey Maurice Joseph Ames's credentials?
Harvey Maurice Joseph Ames is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harvey Maurice Joseph Ames located?
Harvey Maurice Joseph Ames is based in PETERBOROUGH, New Hampshire, working with AMES PLANNING ASSOCIATES INC. Their office serves clients in the PETERBOROUGH metropolitan area and surrounding communities.
How does Harvey Maurice Joseph Ames charge for services?
Harvey Maurice Joseph Ames'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 AMES PLANNING ASSOCIATES INC?
AMES PLANNING ASSOCIATES INC has approximately 4 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMES PLANNING ASSOCIATES INC

Hazel Elizabeth Grolljahn
PETERBOROUGH, NH
Eline Marie Ruediger
PETERBOROUGH, NH
Carl Amos Johnson
PETERBOROUGH, NH
Diana B Johnson
PETERBOROUGH, NH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in New HampshireNational Fee Analysis
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