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Brian Patrick Carolan

CMH WEALTH MANAGEMENT, LLC·PORTSMOUTH, New Hampshire
Unclaimed Profile
100 MARKET STREET, PORTSMOUTH, NH 03801CRD# 2195631Firm CRD# 150138
01

About

Brian Patrick Carolan is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with CMH WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CMH WEALTH MANAGEMENT, LLC
CMH WEALTH MANAGEMENT, LLC
AUM
$695M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CMH WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2195631
Firm CRD# 150138
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Patrick Carolan offer?
Brian Patrick Carolan specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Brian Patrick Carolan's credentials?
Brian Patrick Carolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick Carolan located?
Brian Patrick Carolan is based in PORTSMOUTH, New Hampshire, working with CMH WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Brian Patrick Carolan charge for services?
Brian Patrick Carolan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CMH WEALTH MANAGEMENT, LLC?
CMH WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $695M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
BEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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