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Building 2CREEGAN & NASSOURA FINANCIAL GROUP, LLC

Map pinPORTSMOUTH, NH
Phone(603)778-0794
NotebookSEC #801-63316
Total AUM
$281.6M
Employees
2
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NEW HAMPSHIRE AVENUE, SUITE 125
PORTSMOUTH
NH 03801
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(603)778-0794
Other Offices
2

ReceiptFinancials

Total AUM
$281.6M
Accounts
367
Discretionary
$281.6M
Accounts
367
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$57.1M
HNW Individual Clients
64
AUM
$208.5M
Pension/Profit Sharing Plan Clients
1
AUM
$15.8M
Corporation or Business Clients
1
AUM
$216K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMENENH

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

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