PRIME BUCHHOLZ LLC

CRD 106455 · SEC 801-37429

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273 CORPORATE DRIVE, SUITE 250, PORTSMOUTH, NH, 03801, United States

Phone

603-433-1143

Fax

603-433-8661

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$14.07B

Discretionary AUM

$5.54B

Team

127 total employees; 69 advisory reps; 158 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Pension consultingSelection of other advisersGENERAL INVESTMENT CONSULTING-INVESTMENT PROGRAM DESIGN,ASSET ALLOC, MGR SEARCH/EVAL, PERFORMANCE MONITORING,REPORTING&ANALYTICS

Client types

Type	Clients	AUM
High net worth individuals	29	$2.69B
Pension/profit sharing plans	2	$154.4M
Charitable organizations	206	$11.16B
Insurance companies	4	$63.8M
Corporations/business entities	2	—

States served

DC, GA, MA, NY, TX, NH, CT, FL

All web addresses on file

https://www.primebuchholz.com
https://www.linkedin.com/company/prime-buchholz-llc
https://primeplusanalytics.com

Official SEC filing: View on IAPD