Measured Wealth Private Client Group, LLC
Measured Wealth Private Client Group, LLC (CRD# 170442) is a financial advisory firm headquartered in Portsmouth, NH. They manage $408,117,485 in 1,313 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management408MILLION
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Total Number of Accounts1,313ACCOUNTS
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Average Account Value$310,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, MA, ME, NC, NH, NY, PA, SC, TX
Raymond Bald (CRD# 4994693) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Exeter, NH and has over 17 years of experience in the finance industry.
Edward Benway (CRD# 2224897) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 29 years of experience in the finance industry.
John Black (CRD# 1574605) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 37 years of experience in the finance industry.
Kelly Foss-Root (CRD# 3072553) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 25 years of experience in the finance industry.
Jay Levy (CRD# 4866495) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.
David McNamee (CRD# 3223069) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Sanford, ME and has over 25 years of experience in the finance industry.
Edward Miller (CRD# 6384865) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.
Eric Tierno (CRD# 6401635) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 9 years of experience in the finance industry.
George Zaharopoulos (CRD# 4721155) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.