Overview
Assets Under Management: $774 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 185
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.28
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 691
Discretionary Accounts: 691
Regulatory Filings
CRD Number: 150138
Last Filing Date: 2025-02-21 00:00:00
Website: https://cmhwealth.com