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Honorable Financial Services, LLC

Honorable Financial Services, LLC. CRD 296826

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CRD: 296826

Honorable Financial Services, LLC

(603) 682-1030
$12.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Betterment ยท Transamerica
Clients
Retail
Platforms
--
Established Date
08-27-2018
Office Locations
1

Office Locations

8 Spyglass Point Circle Bedford NH

About Honorable Financial Services, LLC

Honorable Financial Services, LLC is a Manchester-based RIA. The firm has been operating for 8 years. Managing $12.4M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Transamerica.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $335.3K in reported AUM per client.

The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$12.4M AVG AUM / ADVISOR
$335.3K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Additional firm insights

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Available data coverage

  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

ANTHONY HANBO CHEN

ANTHONY HANBO CHEN

Investment Advisor Representative

CRD
#6354507
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,405,616 --
Non-Discretionary $0 --
Total $12,405,616 --

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Separately Managed Accounts

SMA allocation detail is available

Honorable Financial Services, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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