linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Prime Buchholz LLC

Headquartered in PORTSMOUTH, NH

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Prime Buchholz LLC is an investment advisor registered with the SEC. The firm offers a variety of investment services, including general investment consulting, asset allocation, manager search/evaluation, performance monitoring, reporting & analytics, and selection of other advisors. Prime Buchholz LLC primarily serves charitable organizations, pension and profit sharing plans, high-net-worth individuals, and insurance companies. They manage approximately $10.41 billion in assets.

Prime Buchholz LLC

273 CORPORATE DRIVE, SUITE 250

PORTSMOUTH, NH 03801

$10.41B

Assets Under Management

186

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

general investment consulting-investment program design,asset alloc, mgr search/eval, performance monitoring,reporting&analytics

General investment consulting-investment program design,asset alloc, mgr search/eval, performance monitoring,reporting&analytics

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

A percentage of assets under advisement

Branch Locations (2)

PRIME BUCHHOLZ LLC has a total of 2 branch locations across the country.
location

Boston, MA

location

PORTSMOUTH, NH

Advisors at Prime Buchholz LLC

View All 6 Advisors
Unclaimed
Richard Murphy Morrison

CFA®, RA

PORTSMOUTH, NH

View Profile
Unclaimed
William Francis McCarron

RA

PORTSMOUTH, NH

View Profile
Unclaimed
Christopher Shaw

RA

PORTSMOUTH, NH

View Profile
Unclaimed
Timothy Michael Jarry

CFA®, RA

PORTSMOUTH, NH

View Profile
Unclaimed
Ian Douglas MacPherson

CFA®, RA

PORTSMOUTH, NH

View Profile
Unclaimed
John Stephen Kane

CFA®, RA

Boston, MA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Prime Buchholz LLC is right for you?

Disclosures

There are no public disclosures for Prime Buchholz LLC.

Frequently Asked Questions (13)

Not sure if Prime Buchholz LLC is right for you?