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Measured Wealth Private Client Group LLC
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CRD # | 170442 |
SEC # | 801-80056 |
CIK # | 0001720235 |
AUM | $408.1 MM (2024-03-21) |
Employees | 12 (67% Investors, 0% Brokers) |
Phone | 603-431-1444 |
Address | 303 Islington Street Portsmouth, NH 03801 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLD | 10.5 | ||
AAPL | 2,382,844.0 | 4.9 | |
NVDA | 399,550.0 | 4.5 | |
MSFT | 1,918,222.4 | 3.6 | |
AVGO | 201,282.9 | 2.9 | |
MTG | 3,938.1 | 1.3 | |
HRB | 5,509.2 | 1.3 | |
UNH | 477,004.0 | 1.3 | |
JPM | 340,169.2 | 1.2 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 473 | 125.3 |
(b) Individuals (high net worth individuals) | 106 | 254.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 26.1 |
(h) Charitable organizations | 0 | 1.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.7 |
(n) Other | 0 | 0.0 |
Total | 1,313 | 408.1 |
By Discretionary | ||
Discretionary | 1,312 | 408.1 |
Non-Discretionary | 1 | 0.0 |
Total | 1,313 | 408.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 408.1 | |
Total | 1,313 | 408.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001720235] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ashton Thomas Securities LLC
✚
|
NY | 0.4 |
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.4 |
Orin Green Financial LLC
✚
|
CA | 0.4 |
Tri-Ad Capital Management I LLC
✚
|
CA | 0.4 |
25 LLC
✚
|
MO | 0.4 |
Morris Financial Concepts Inc
✚
|
SC | 0.4 |
Addison Advisors LLC
✚
|
VT | 0.4 |
Brophy Wealth Management LLC
✚
|
NH | 0.4 |
Peirce Capital Management LLC
✚
|
TX | 0.4 |
Kades & Cheifetz LLC
✚
|
PA | 0.4 |