RIA Intel›Advisers›New Hampshire›SAPARETO, FRANK V.

SAPARETO, FRANK V.

Advisory

Data as of Jul 29, 2024 · Source: SEC Form ADV

Average account

$367K

across 30 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2024.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

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HAMPTON, NH

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$12M

HONORABLE FINANCIAL SERVICES, LLC

$12M

BREAKWATER ASSET MANAGEMENT, LLC

$13M

SUNFLOWER FINANCIAL PLANNING, LLC

$9M

IT MATTERS FINANCIAL, LLC

$9M

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