S
$27.3M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2015
- Office Locations
- 1
Office Locations
-- Bartlett NH
About Saco River Financial Planning
Saco River Financial Planning is a Bartlett-based RIA. The firm has been operating for 11 years. Managing $27.3M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and Principal.
Team overview
-- AVG AGE
$27.3M AVG AUM / ADVISOR
$202.3K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DEBORAH J. DOUCET
CERTIFIED FINANCIAL PLANNER
- CRD
- #4780023
- 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 | $4,006,104 | -- |
| Non-Discretionary | $23,298,266 | -- |
| Total | $27,304,370 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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