Measured Wealth Private Client Group LLC
Legal Name: MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
303 ISLINGTON STREET, PORTSMOUTH, NH
603-431-1444
http://www.measuredwealth.net
Frequently Asked Questions (FAQ)
Full Contact Details
Measured Wealth Private Client Group LLC
303 ISLINGTON STREET, PORTSMOUTH, NH
603-431-1444
603-431-1445
Other Info
Measured Wealth Private Client Group LLC is a New Hampshire based Limited Liability Company providing services to 15 clients with the help of 11 employees in advisory roles. Having received SEC approval on July 18, 2014, the firm has been operating successfully since, delivering financial solutions for its clients.
Financial Advisor | Portsmouth NH Measured Wealth Private Client Group
As Financial Advisors in Portsmouth, NH, and Lauderdale By The Sea, FL we Specialize in Investment Management and Retirement Planning. Schedule a review!
Direct Owners
-
EDWARD HEATH BENWAY
CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRESIDENT owns 75% or more
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News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 26, 2019
- ISHARES TR CORE S&P500 ETF $14,549k
- ISHA $9,378k
- ISHARES TR BARCLAYS 7 10 YR $2,848k
- MICROSOFT CORP $2,162k
- Apple Inc $1,648k
- ISHARES TR $1,541k
- ISHARES TR CORE US AGGBD ET $1,318k
- FIRST TR EXCHANGE TRADED FD $1,292k
- ISHARES TR $1,258k
- JOHNSON & JOHNSON $1,255k