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Bonnie Chen

HEPWORTH EQUITY PARTNERS, LLC·WOLFEBORO, New Hampshire
Unclaimed Profile
39 HARBOR WAY, NO.18, WOLFEBORO, NH 03894CRD# 2394247Firm CRD# 145774
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HEPWORTH EQUITY PARTNERS, LLC
HEPWORTH EQUITY PARTNERS, LLC
AUM
$120M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HEPWORTH EQUITY PARTNERS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2394247
Firm CRD# 145774
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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