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$12.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm 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 7 years. Managing $12.4M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Transamerica.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$335.3K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Investment Themes
Available
Services
Available
Owner & Executives
ANTHONY HANBO CHEN
Investment Advisor Representative
- CRD
- #6354507
- Ownership
- 75% or more
Available
Available
Available
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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
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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