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Kate Doughan Dumas

PRIME BUCHHOLZ LLC·PORTSMOUTH, New Hampshire
Unclaimed Profile
273 CORPORATE DRIVE, SUITE 250, PORTSMOUTH, NH 03801CRD# 7353824Firm CRD# 106455
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About

Kate Doughan Dumas is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with PRIME BUCHHOLZ LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

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Firm Overview

Firm
PRIME BUCHHOLZ LLC
PRIME BUCHHOLZ LLC
AUM
$10.4B
Regulatory assets under management
Employees
129
Total firm employees
View all advisors at PRIME BUCHHOLZ LLC →
Services
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 7353824
Firm CRD# 106455
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kate Doughan Dumas offer?
Kate Doughan Dumas is a registered financial advisor in PORTSMOUTH, New Hampshire. Contact their office for details on services offered.
What are Kate Doughan Dumas's credentials?
Kate Doughan Dumas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kate Doughan Dumas located?
Kate Doughan Dumas is based in PORTSMOUTH, New Hampshire, working with PRIME BUCHHOLZ LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Kate Doughan Dumas charge for services?
Kate Doughan Dumas's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIME BUCHHOLZ LLC?
PRIME BUCHHOLZ LLC has approximately 129 employees and manages $10.4B 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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