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Building 2PROMETHEUS WEALTH MANAGEMENT SAM

Map pinMONACO
Phone00377-99-99-75-75
NotebookSEC #801-131820
Total AUM
$1.2B
Employees
9
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 BOULEVARD PRINCESSE CHARLOTTE
MONACO
98000
Monaco
Operating Hours
9AM-6PM CET
Monday - Friday
Phone
00377-99-99-75-75

ReceiptFinancials

Total AUM
$1.2B
Accounts
230
Discretionary
$260.7M
Accounts
75
Non-Discretionary
$982.6M
Accounts
155

ContactClients

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Individual Clients
58
AUM
$527M
HNW Individual Clients
70
AUM
$550.3M
Pension/Profit Sharing Plan Clients
1
AUM
$577.6K
Insurance Company Clients
8
AUM
$115.4M
Corporation or Business Clients
13
AUM
$50M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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