Prestige Wealth Management
Prestige Wealth Management (CRD# 110304) is a financial advisory firm headquartered in Woodbury, MN. They manage $240,808,652 in 906 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management241MILLION
-
Total Number of Accounts906ACCOUNTS
-
Average Account Value$265,793
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MN, NE, TX, WI
Financial Advisors at Prestige Wealth Management
No Advisor Found.
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