ESSENTIAL PLANNING, LLC
Tel: 603-427-5164 500 Market Street, Unit 1d Portsmouth, New Hampshire 03801
About ESSENTIAL PLANNING, LLC
ESSENTIAL PLANNING, LLC is a Portsmouth, New Hampshire based financial advisory firm with nearly $378,634,000 in assets under management and provides investment advisory services for 1676 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
106651
Firm SEC#:
801-51363
Assets Under Management:
$378,634,000
No. of Clients:
1676
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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