Physician Wealth Solutions
Physician Wealth Solutions (CRD# 151570) is a financial advisory firm headquartered in , . They manage $230,747,309 in 458 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Physician Wealth Solutions
By the Numbers
-
Total Assets Under Management231MILLION
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Total Number of Accounts458ACCOUNTS
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Average Account Value$503,815
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, IL, NC, NV, PA, TX
Financial Advisors at Physician Wealth Solutions
1
Setu Mazumdar (CRD# 5713552) is an Investment Advisor Representative working at Physician Wealth Solutions in North Las Vegas, NV and has over 14 years of experience in the finance industry.
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