ADVISORY RESOURCE GROUP, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
NEWMARKET, New Hampshire
CRD number
191512
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Advisory Resource Group, LLC is an individually owned limited liability company that operates as a registered representative of a broker-dealer and as an insurance broker. Its advisory offering centers on financial planning and client education; the firm also runs seminars and workshops. The firm’s fee model is non‑AUM based, relying on hourly charges and fixed fees. The snapshot characterizes the firm as an unclassified adviser that does not act as a capital allocator. It is not identified as an active ESG investor, pension consultant, or a related adviser; the data does not list an SEC registration year.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • RICHARD SENTNOR

    Co-Founder and Financial AdvisorCRD 4293351

  • TROY ZERVESKES

    PrincipalCRD 3240727

  • JAMES DIMOS

    Financial AdvisorCRD 5058761

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWMARKET, NH

ROCKINGHAM

Location

NEWMARKET, NH

Headquartered in NEWMARKET, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
101 Kent Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth