STRAFFORD, NH Investment Advisor How do I update this listing?

Truehand is based out of Strafford. Truehand is a large advisory firm with 71 clients and discretionary assets under management (AUM) of $189,320,666 (Form ADV from 2017-08-01). Their last reported 13F filing for Q4 2018 included $117,725,000 in managed 13F securities and a top 10 holdings concentration of 34.52%. Truehand's largest holding is Inc. with shares held of 6,436. Whalewisdom has at least 1 13F filings

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13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record



Business Phone: 603-269-4400
Fax: 603-269-4500
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NH
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 143,428,000
Total Number of Clients: 71
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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