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PR WEALTH MANAGEMENT GROUP

990 Avenue Of The Cities
Suite 4
East Moline, Illinois 61244
Tel: 309-792-8291

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About PR WEALTH MANAGEMENT GROUP

PR WEALTH MANAGEMENT GROUP, formally registered with the SEC as PR WEALTH MANAGEMENT GROUP. The firm was established in 09/08/2021. They have over 2 offices throughout the country.

PR WEALTH MANAGEMENT GROUP is a East Moline, Illinois based Financial Planning firm with nearly $127,000,057 assets under management, offering retirement planning & investment advisory services to 1236 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#173711
SEC#801-122276
Assets Managed by Firm$127,000,057
No. of Clients1236
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1236$127,000,057
Individuals (other than high net worth individuals)622$90,461,139
High net worth individuals22$34,295,027
Pension and profit sharing plans4$2,243,891

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NUVEEN ASSET MANAGEMENT, LLC
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