Case Investment Management, LLC

Case Investment Management, LLC (CRD# 118441) is a financial advisory firm headquartered in Manchester, NH. They manage $2,022,456 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $224,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Case Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip P. Case
CRD#: 4490530
490 River Road, Manchester, NH 03104
93
Wealthminder
score

Philip Case (CRD# 4490530) is an Investment Advisor Representative working at Case Investment Management, LLC in Manchester, NH and has over 16 years of experience in the finance industry.

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