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Home > Retirement Planners > new hampshire > portsmouth > PRIME BUCHHOLZ LLC
PRIME BUCHHOLZ LLC
273 Corporate Drive, Suite 250
Portsmouth, New Hampshire 3801
Tel: 603-433-1143
About PRIME BUCHHOLZ LLC
PRIME BUCHHOLZ LLC, formally registered with the SEC as PRIME BUCHHOLZ LLC. The firm was established in 09/28/1990. They have over 3 offices throughout the country.
PRIME BUCHHOLZ LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $8,878,539,401 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 124 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106455 |
| SEC# | 801-37429 |
| Assets Managed by Firm | $8,878,539,401 |
| No. of Clients | 64 |
| No. of Advisors | 124 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 64 | $8,878,539,401 |
| High net worth individuals | 35 | $2,175,645,965 |
| Pension and profit sharing plans | 18 | $160,782,679 |
| Charitable organizations | 197 | $6,482,860,919 |
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