PRESTIGE WEALTH MANAGEMENT GROUP LLC

HTTPS://WWW.PRESTIGEWMG.COM FLEMINGTON, NJ Investment Advisor How do I update this listing?

Prestige Wealth Management Group is based out of Flemington. Prestige Wealth Management Group is a large advisory firm with 354 clients and discretionary assets under management (AUM) of $333,761,857 (Form ADV from 2019-03-30). Whalewisdom has at least 1 13F filings

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03/31/2019

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PRESTIGE WEALTH MANAGEMENT GROUP, LLC
31 STATE ROUTE 12
FLEMINGTON NJ    08822
Country: United States

Business Phone: 908-782-0001
Fax: 908-782-4168
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 25,513,900
Total Number of Clients: 354
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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