303 Islington Street
Portsmouth, New Hampshire 03801
Tel: 603-431-1444
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170442 |
SEC# | 801-80056 |
Assets Managed by Firm | $408,117,485 |
No. of Clients | 1313 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1313 | $408,117,485 |
Individuals (other than high net worth individuals) | 473 | $125,271,788 |
High net worth individuals | 106 | $254,785,972 |
Pension and profit sharing plans | 5 | $26,089,055 |
Charitable organizations | Fewer than 5 clients | $1,255,384 |
Corporations or other businesses | Fewer than 5 clients | $715,286 |
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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