Unclaimed Profile

Bonnie Chen

HEPWORTH EQUITY PARTNERS, LLC·WOLFEBORO, New Hampshire

HEPWORTH EQUITY PARTNERS, LLC

39 HARBOR WAY, NO.18, WOLFEBORO, NH 03894CRD# 2394247Firm CRD# 145774

Profile Verification

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

Identity

Bonnie Chen · WOLFEBORO, NH

Registration

CRD #2394247 · HEPWORTH EQUITY PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Bonnie Chen is a registered financial advisor based in WOLFEBORO, New Hampshire, affiliated with HEPWORTH EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

HEPWORTH EQUITY PARTNERS, LLC

AUM

$120M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HEPWORTH EQUITY PARTNERS, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2394247

Firm CRD# 145774

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bonnie Chen offer?

Bonnie Chen specializes in Investment Management, Fee-Only Advisory. Contact their office in WOLFEBORO, New Hampshire for a consultation.

What are Bonnie Chen's credentials?

Bonnie Chen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bonnie Chen located?

Bonnie Chen is based in WOLFEBORO, New Hampshire, working with HEPWORTH EQUITY PARTNERS, LLC. Their office serves clients in the WOLFEBORO metropolitan area and surrounding communities.

How does Bonnie Chen charge for services?

Bonnie Chen'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 HEPWORTH EQUITY PARTNERS, LLC?

HEPWORTH EQUITY PARTNERS, LLC has approximately 2 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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