PRIME BUCHHOLZ LLC

273 Corporate Drive, Suite 250
Portsmouth, New Hampshire 03801
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 $10,409,452,909 assets under management, offering retirement planning & investment advisory services to 70 clients. The firm is staffed with 129 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106455
SEC#	801-37429
Assets Managed by Firm	$10,409,452,909
No. of Clients	70
No. of Advisors	129

Fee Structure

A percentage of AUM
Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Pesnsion consulting services
Selection for other advisors
Other (GENERAL INVESTMENT CONSULTING-INVESTMENT PROGRAM DESIGN,ASSET ALLOC, MGR SEARCH/EVAL, PERFORMANCE MONITORING,REPORTING&ANALYTICS)

Firm Client Information

	No. of Clients	AUM
Firm Total	70	$10,409,452,909
High net worth individuals	36	$2,926,048,154
Pension and profit sharing plans	17	$177,510,219
Charitable organizations	198	$7,254,032,404

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IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	$3,108,813,749	1858	45
WELLESLEY ASSET MANAGEMENT, INC. 100 Market Street, Suite 203 Portsmouth, NH, 03801	$2,104,334,424	2188	30

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