Measured Wealth Private Client Group LLC

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Measured Wealth Private Client Group LLC
CRD #170442
SEC #801-80056
CIK #1720235
AUM $253.9 MM (99% Disc, 100% US)
Employees13 (85% Investors, 31% Brokers)
Phone603-431-1444
Address303 Islington Street
Portsmouth, NH 03801
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2952361771185902011201420172020
Sector Holding Cap ($MM) Value ($MM)
IVV12.7
VYM11.5
BND8.9
OEF8.0
BIV7.0
VTI4.3
VCIT4.0
XLV3.5
SPY2.7
VO2.6
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Comparable Firms State AUM ($BB)
HC Advisors LLC
GA 0.3
RWB Capital Management LLC
MI 0.3
Personal Financial Profiles Inc
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Greenbelt Corp
NY 0.3
Windham Capital Management
NY 0.3
Donald L Hagan LLC
FL 0.3
Millie Capital Management LLC
CA 0.3
TRG Advisors Inc
FL 0.3
Adkins Seale Capital Management LLC
LA 0.3
Colorado Financial Management Inc
CO 0.3
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