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PRIME BUCHHOLZ LLC

273 Corporate Drive, Suite 250
Portsmouth, New Hampshire 03801
Tel: 603-433-1143

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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 StatusApproved
Firm CRD#106455
SEC#801-37429
Assets Managed by Firm$10,409,452,909
No. of Clients70
No. of Advisors129

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 ClientsAUM
Firm Total70$10,409,452,909
High net worth individuals36$2,926,048,154
Pension and profit sharing plans17$177,510,219
Charitable organizations198$7,254,032,404

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