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MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

303 Islington Street
Portsmouth, New Hampshire 03801
Tel: 603-431-1444

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About MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC, formally registered with the SEC as MEASURED WEALTH PRIVATE CLIENT GROUP, LLC. The firm was established in 07/18/2014. They have over 3 offices throughout the country.

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $408,117,485 assets under management, offering retirement planning & investment advisory services to 1313 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#170442
SEC#801-80056
Assets Managed by Firm$408,117,485
No. of Clients1313
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1313$408,117,485
Individuals (other than high net worth individuals)473$125,271,788
High net worth individuals106$254,785,972
Pension and profit sharing plans5$26,089,055
Charitable organizationsFewer than 5 clients$1,255,384
Corporations or other businessesFewer than 5 clients$715,286

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