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MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
PORTSMOUTH, New Hampshire
·
2 registered advisors
·
CRD# 170442
SEC# 801-80056
2
603-431-1444
01
Firm Overview
AUM
$408M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
2 registered advisors
Edward Heath Benway
PORTSMOUTH, New Hampshire
CRD# 2224897
Edward Robert Miller
PORTSMOUTH, New Hampshire
CRD# 6384865
05
Office Locations
PORTSMOUTH, New Hampshire
2 advisors
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Data sourced from SEC Form ADV filings. MEASURED WEALTH PRIVATE CLIENT GROUP, LLC (CRD# 170442) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.