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Building 2PRENTICE WEALTH MANAGEMENT LLC

Map pinROCHESTER, NY
Phone585-218-0001
NotebookSEC #801-76490
Total AUM
$567.5M
Employees
14
Clients
1,031

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1150 PENFIELD RD.
ROCHESTER
NY 14625
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
585-218-0001
Other Offices
2

ReceiptFinancials

Total AUM
$567.5M
Accounts
1,034
Discretionary
$550.3M
Accounts
1,031
Non-Discretionary
$17.2M
Accounts
3

ContactClients

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Individual Clients
974
AUM
$416.3M
HNW Individual Clients
50
AUM
$132M
Charitable Organization Clients
1
AUM
$1.6M
Investment Advisor Clients
1
AUM
$3.4M
Corporation or Business Clients
5
AUM
$14.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDNCNHNYPATXVA

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

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