8 Center Street
Exeter, New Hampshire 03833
Tel: 603-658-0143
CONSERVATION RESOURCE PARTNERS, LLC, formally registered with the SEC as CONSERVATION RESOURCE PARTNERS, LLC. The firm was established in 03/20/2012. They have over 2 offices throughout the country.
CONSERVATION RESOURCE PARTNERS, LLC is a Exeter, New Hampshire based Financial Planning firm with nearly $682,730,409 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160706 |
SEC# | 801-73775 |
Assets Managed by Firm | $682,730,409 |
No. of Clients | 4 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4 | $682,730,409 |
Pension and profit sharing plans | Fewer than 5 clients | $141,550,780 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,092,862,376 | 4 | 18 | |
$10,409,452,909 | 70 | 129 | |
$9,643,533,263 | 19 | 113 | |
$3,554,771,000 | 18 | 23 | |
$3,108,813,749 | 1858 | 45 |
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