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Building 2PRESTIGE WEALTH MANAGEMENT GROUP, LLC

Map pinFLEMINGTON, NJ
Phone908-782-0001
NotebookSEC #801-72627
Total AUM
$666.4M
Employees
13
Clients
440

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 STATE ROUTE 12
FLEMINGTON
NJ 08822
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
908-782-0001
Other Offices
3

ReceiptFinancials

Total AUM
$666.4M
Accounts
1,366
Discretionary
$666.4M
Accounts
1,366
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
258
AUM
$104.7M
HNW Individual Clients
182
AUM
$561.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLMANCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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