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Amanda E. Marton

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
11,592 clients
Average Client Portfolio
$159K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K
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Location

25 Chatfield Dr, Litchfield, NH, 03052

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Amanda is an independent sales insurance agent through Grimard Marton Financial Group, LLC, dedicating about a quarter of her time to this. She also works as an insurance agent through Grimard Financial Group, LLC, spending a few hours per week. Additionally, Amanda owns a travel agency franchise, Cruis Planners, spending a few hours per week on this business.

Employment History
Current Registrations
Alphastar Capital Management
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.