MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

303 Islington Street
Portsmouth, New Hampshire 03801
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 $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 Status	Approved
Firm CRD#	170442
SEC#	801-80056
Assets Managed by Firm	$408,117,485
No. of Clients	1313
No. of Advisors	12

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 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

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