Measured Wealth Private Client Group LLC

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Measured Wealth Private Client Group LLC
CRD #170442
SEC #801-80056
CIK #1720235
AUM $285.2 MM (99% Disc, 100% US, 2020-03-30)
Employees10 (60% Investors, 0% Brokers)
Phone603-431-1444
Address303 Islington Street
Portsmouth, NH 03801
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
2952361771185902010201320172021
Sector Issuer Cap ($MM) Value ($MM)
IVV 12.7
VYM 11.5
BND 8.9
OEF 8.0
BIV 7.0
VTI 4.3
VCIT 4.0
XLV 3.5
SPY 2.7
VO 2.6
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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