Overview
Assets Under Management: $282 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Frequently Asked Questions
CREEGAN & NASSOURA FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116663), CREEGAN & NASSOURA FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
CREEGAN & NASSOURA FINANCIAL GROUP, LLC is headquartered in PORTSMOUTH, NH.
CREEGAN & NASSOURA FINANCIAL GROUP, LLC serves 64 high-net-worth clients according to their SEC filing dated November 25, 2025. View client details ↓
According to their SEC Form ADV, CREEGAN & NASSOURA FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CREEGAN & NASSOURA FINANCIAL GROUP, LLC manages $282 million in client assets according to their SEC filing dated November 25, 2025.
According to their SEC Form ADV, CREEGAN & NASSOURA FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 367
Discretionary Accounts: 367
Regulatory Filings
CRD Number: 116663
Filing ID: 2030155
Last Filing Date: 2025-11-25 15:32:51
Website: 2