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Building 2CAPITAL DESIGN PRIVATE WEALTH LLC

Map pinPORTSMOUTH, NH
Phone603-610-8290
NotebookSEC #801-127160
Total AUM
$96M
Employees
2
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36 MAPLEWOOD AVENUE
PORTSMOUTH
NH 03801
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
603-610-8290

ReceiptFinancials

Total AUM
$96M
Accounts
480
Discretionary
$96M
Accounts
480
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
219
AUM
$50M
HNW Individual Clients
45
AUM
$46M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMAMENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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