HEPWORTH EQUITY PARTNERS, LLC

WOLFEBORO, New Hampshire·2 registered advisors·CRD# 145774
SEC# 801-1316070603-819-5323
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at HEPWORTH EQUITY PARTNERS, LLC

2 registered advisors
Bonnie Chen
WOLFEBORO, New Hampshire
Michael E Hepworth
WOLFEBORO, New Hampshire
05

Office Locations

WOLFEBORO, New Hampshire
2 advisors

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Data sourced from SEC Form ADV filings. HEPWORTH EQUITY PARTNERS, LLC (CRD# 145774) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.