RIA Intel›Advisers›New Hampshire›SQUAM LAKES INVESTMENT MANAGEMENT, LLC

SQUAM LAKES INVESTMENT MANAGEMENT, LLC

Advisory

Data as of Apr 30, 2026 · Source: SEC Form ADV

Average account

$17K

across 24 accounts

AUM per adviser

$398K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$398K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$398K

Discretionary AUM$398K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNH

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

9 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.

CREATIVE FINANCIAL STRATEGIES, INC.

LITTLETON, NH

$293K

WHITE MOUNTAIN DERIVATIVES, LLC

NORTH CONWAY, NH

$200K

ATLANTIC FINANCIAL ASSET MANAGEMENT CORP.

$615K

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