1 New Hampshire Avenue, Suite 125
Portsmouth, New Hampshire 03801
Tel: (603)778-0794
CREEGAN & NASSOURA FINANCIAL GROUP, LLC, formally registered with the SEC as CREEGAN & NASSOURA FINANCIAL GROUP, LLC. The firm was established in 07/02/2004. They have over 3 offices throughout the country.
CREEGAN & NASSOURA FINANCIAL GROUP, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $248,996,946 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116663 |
| SEC# | 801-63316 |
| Assets Managed by Firm | $248,996,946 |
| No. of Clients | 359 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 359 | $248,996,946 |
| Individuals (other than high net worth individuals) | 84 | $47,375,815 |
| High net worth individuals | 65 | $186,789,928 |
| Pension and profit sharing plans | Fewer than 5 clients | $14,631,971 |
| Corporations or other businesses | Fewer than 5 clients | $199,232 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
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