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CREEGAN & NASSOURA FINANCIAL GROUP, LLC

1 New Hampshire Avenue, Suite 125
Portsmouth, New Hampshire 03801
Tel: (603)778-0794

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About CREEGAN & NASSOURA FINANCIAL GROUP, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#116663
SEC#801-63316
Assets Managed by Firm$248,996,946
No. of Clients359
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total359$248,996,946
Individuals (other than high net worth individuals)84$47,375,815
High net worth individuals65$186,789,928
Pension and profit sharing plansFewer than 5 clients$14,631,971
Corporations or other businessesFewer than 5 clients$199,232

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