BROPHY WEALTH MANAGEMENT, LLC

BEDFORD, New Hampshire·3 registered advisors·CRD# 169894
SEC# 801-789640(603) 668-2303
01

Firm Overview

AUM
$407M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BROPHY WEALTH MANAGEMENT, LLC

3 registered advisors
James Stephen Brophy
BEDFORD, New Hampshire
Stephen Albert Brophy
BEDFORD, New Hampshire
Steven M Dalton
BEDFORD, New Hampshire
05

Office Locations

BEDFORD, New Hampshire
3 advisors

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Data sourced from SEC Form ADV filings. BROPHY WEALTH MANAGEMENT, LLC (CRD# 169894) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.