Prime Buchholz LLC

Prime Buchholz LLC (CRD# 106455) is a financial advisory firm headquartered in Portsmouth, NH. They manage $834,134,000 in 18 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    834
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $46,340,778
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

CT, FL, GA, MA, NH, NY, TX

Financial Advisors at Prime Buchholz LLC
Showing 1 - 2 of 2 top financial advisors.
1
William F. McCarron
CRD#: 1337325
Pease International Tradeport, 273 Corporate Drive, Portsmouth, NH 03801
93
Wealthminder
score

William McCarron (CRD# 1337325) is an Investment Advisor Representative working at Prime Buchholz LLC in Portsmouth, NH and has over 27 years of experience in the finance industry.

2
Michael D. Soares
CRD#: 5911202
Pease International Tradeport, 273 Corporate Drive, Portsmouth, NH 03801
87
Wealthminder
score

Michael Soares (CRD# 5911202) is an Investment Advisor Representative working at Prime Buchholz LLC in Portsmouth, NH and has 1 year of experience in the finance industry.

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