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Building 2SECURE PLANNING

Map pinPORTSMOUTH, NH
Phone603-433-5515
NotebookSEC #801-55630
Total AUM
$187M
Employees
5
Clients
529

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
42 MIDDLE ST
PORTSMOUTH
NH 03801
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
603-433-5515
Other Offices
1

ReceiptFinancials

Total AUM
$187M
Accounts
846
Discretionary
$187M
Accounts
846
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
510
AUM
$122.7M
HNW Individual Clients
19
AUM
$64.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLMAMENHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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