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PRIME BUCHHOLZ LLC
PORTSMOUTH, NH
603-433-1143
SEC #801-37429Total AUM
$14.1B
Employees
127Clients
243Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
273 CORPORATE DRIVE, SUITE 250
PORTSMOUTH
NH 03801
United States
PORTSMOUTH
NH 03801
United States
Operating Hours
8:00-5:00
Monday - Friday
Monday - Friday
Phone
603-433-1143
Other Offices
2
Financials
Total AUM
$14.1B
Accounts
85Discretionary
$5.5B
Accounts
39Non-Discretionary
$8.5B
Accounts
46
Clients
HNW Individual Clients
29AUM
$2.7B
Pension/Profit Sharing Plan Clients
2AUM
$154.4M
Charitable Organization Clients
206AUM
$11.2B
Insurance Company Clients
4AUM
$63.8M
Corporation or Business Clients
2AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL INVESTMENT CONSULTING-INVESTMENT PROGRAM DESIGN,ASSET ALLOC, MGR SEARCH/EVAL, PERFORMANCE MONITORING,REPORTING&ANALYTICS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
CTDCFLGAMANHNYTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.