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Building 2PRESCOTT TAX AND WEALTH MANAGEMENT

Map pinSAN JUAN CAPISTRANO, CA
Phone949-248-9815
NotebookSEC #801-130803
Total AUM
$0
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30950 RANCHO VIEJO ROAD
SUITE 100
SAN JUAN CAPISTRANO
CA 92675
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
949-248-9815

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PLATFORM SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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