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Building 2MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Map pinPORTSMOUTH, NH
Phone603-431-1444
NotebookSEC #801-80056
Total AUM
$528.3M
Employees
14
Clients
638

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 ISLINGTON STREET
PORTSMOUTH
NH 03801
United States
Operating Hours
8:00 AM - 5:00 PM EST
Monday - Friday
Phone
603-431-1444
Other Offices
2

ReceiptFinancials

Total AUM
$528.3M
Accounts
1,399
Discretionary
$528.3M
Accounts
1,398
Non-Discretionary
$32.4K
Accounts
1

ContactClients

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Individual Clients
502
AUM
$133.4M
HNW Individual Clients
131
AUM
$363.7M
Pension/Profit Sharing Plan Clients
4
AUM
$30.8M
Corporation or Business Clients
1
AUM
$421.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMAMENCNHNYPARISCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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