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Building 2ESSENTIAL PLANNING, LLC

Map pinPORTSMOUTH, NH
Phone603-427-5164
NotebookSEC #801-51363
Total AUM
$524.4M
Employees
11
Clients
573

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 MARKET STREET, UNIT 1D
PORTSMOUTH
NH 03801
United States
Operating Hours
8:30 A.M. TO 5:00
Monday - Friday
Phone
603-427-5164
Other Offices
1

ReceiptFinancials

Total AUM
$524.4M
Accounts
2,207
Discretionary
$524.4M
Accounts
2,207
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
410
AUM
$185M
HNW Individual Clients
163
AUM
$339.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionSRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CAFLLAMAMENHNYTXVT

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

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