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Multi-Family OfficeRIA · CRD 121325State-Registered Investment Adviser

Updated:

Squam Lakes Financial Advisors

Squam Lakes Financial Advisors is a multi family office based in Squam Lake; the Altss profile covers its classification, headquarters, registration, AUM...

Overview

SQUAM LAKES FINANCIAL ADVISORS, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Squam Lake

Corporate office

Squam Lake, New Hampshire, United States

Sector focus

Private Wealth ManagementFinancial Planning

Frequently asked questions

What services does Squam Lakes Financial Advisors provide?

The firm offers wealth management, financial planning, estate planning, and portfolio management for high-net-worth clients. Services are tailored to individual needs, with oversight by a small team based in New Hampshire.

Where does Squam Lakes Financial Advisors operate?

The firm is headquartered in the Squam Lake area of New Hampshire. No additional offices have been identified.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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