Prime Buchholz LLC

Prime Buchholz LLC (CRD# 106455) is a financial advisory firm headquartered in Portsmouth, NH. They manage $8,878,539,401 in 64 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,879
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $138,727,178
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Prime Buchholz LLC
Showing 1 - 6 of 6 top financial advisors.
1
William F. McCarron
CRD#: 1337325
Pease International Tradeport, 273 Corporate Drive, Portsmouth, NH 03801

William McCarron (CRD# 1337325) is an Investment Advisor Representative working at Prime Buchholz LLC in Portsmouth, NH and has over 33 years of experience in the finance industry.

2
Timothy M. Jarry
CRD#: 7526839
273 Corporate Drive, Suite 250, Portsmouth, NH 03801

Timothy Jarry (CRD# 7526839) is an Investment Advisor Representative working at Prime Buchholz LLC in Portsmouth, NH and has 1 year of experience in the finance industry.

3
John S. Kane
CRD#: 7168298
99 High Street, 22nd Floor, Boston, MA 02109

John Kane (CRD# 7168298) is an Investment Advisor Representative working at Prime Buchholz LLC in Boston, MA and has 1 year of experience in the finance industry.

4
Ian D. Macpherson
CRD#: 4920475
273 Corporate Drive, Suite 250, Portsmouth, NH 03801

Ian Macpherson (CRD# 4920475) is an Investment Advisor Representative working at Prime Buchholz LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.

5
Richard M. Morrison
CRD#: 2543934
273 Corporate Drive, Suite 250, Portsmouth, NH 03801

Richard Morrison (CRD# 2543934) is an Investment Advisor Representative working at Prime Buchholz LLC in Portsmouth, NH and has 1 year of experience in the finance industry.

6
Christopher Shaw
CRD#: 7436233
273 Corporate Drive, Suite 250, Portsmouth, NH 03801

Christopher Shaw (CRD# 7436233) is an Investment Advisor Representative working at Prime Buchholz LLC in Portsmouth, NH and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.