RIA IntelAdvisersNew HampshireSEAPORT FINANCIAL PLANNING, LLC

SEAPORT FINANCIAL PLANNING, LLC

Advisory

NH

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in NH
#133
of 141 advisers by AUM
Average account
$355K
across 155 accounts
AUM per adviser
$55M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$55M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$55M
Discretionary AUM$0
Non-Discretionary AUM$55M
Discretionary %0%
Total Clients65
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, ME, NH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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