Dragonfly Wealth Advisory
Firm details
- Headquarters
- Concord, New Hampshire
- CRD number
- 343225
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dragonfly Wealth Advisory is a small, privately held limited liability company that offers fee-based financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm is owned by an individual and charges clients based on a percentage of assets under management. It is not registered as a multi-state adviser, does not position itself as an ESG-focused allocator, and does not list pension consulting or related-adviser activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Natalya Pearl
Founder and Managing MemberCRD 5860867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, NH
Merrimack
Location
Concord, NH
Headquartered in Concord, 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
- Merrimack
- Address
- 20 Foundry St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
KCS Advisors, LLC
RIAConcord, NH
Atlas Fiduciary Services, Inc.
RIAConcord, NH
Capitol Wealth Management
RIAConcord, NH
Valpey Financial Services LLC
RIAConcord, NH
Altus Investment Group
RIAConcord, NH
Carlson Investments
RIAConcord, NH