MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

303 Islington Street
Portsmouth, New Hampshire 3801
Tel: 603-431-1444

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 $384,672,853 assets under management, offering retirement planning & investment advisory services to 1357 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170442
SEC#	801-80056
Assets Managed by Firm	$384,672,853
No. of Clients	1357
No. of Advisors	14

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1357	$384,672,853
Individuals (other than high net worth individuals)	493	$115,956,661
High net worth individuals	108	$242,820,011
Pension and profit sharing plans	5	$23,763,383
Charitable organizations	Fewer than 5 clients	$1,195,769
Corporations or other businesses	Fewer than 5 clients	$937,029

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LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 3801	$2,888,383,638	1862	43
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