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PR WEALTH MANAGEMENT GROUP
990 Avenue Of The Cities
Suite 4
East Moline, Illinois 61244
Tel: 309-792-8291
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 Status | Approved |
|---|---|
| Firm CRD# | 173711 |
| SEC# | 801-122276 |
| Assets Managed by Firm | $127,000,057 |
| No. of Clients | 1236 |
| No. of Advisors | 4 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1236 | $127,000,057 |
| Individuals (other than high net worth individuals) | 622 | $90,461,139 |
| High net worth individuals | 22 | $34,295,027 |
| Pension and profit sharing plans | 4 | $2,243,891 |
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