PRESTIGE WEALTH MANAGEMENT GROUP, LLC

31 State Route 12
Flemington, New Jersey 08822
Tel: 908-782-0001

About PRESTIGE WEALTH MANAGEMENT GROUP, LLC

PRESTIGE WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as PRESTIGE WEALTH MANAGEMENT GROUP, LLC. The firm was established in 07/29/2011. They have over 4 offices throughout the country.

PRESTIGE WEALTH MANAGEMENT GROUP, LLC is a Flemington, New Jersey based Financial Planning firm with nearly $498,489,181 assets under management, offering retirement planning & investment advisory services to 1152 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127381
SEC#	801-72627
Assets Managed by Firm	$498,489,181
No. of Clients	1152
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1152	$498,489,181
Individuals (other than high net worth individuals)	271	$103,347,863
High net worth individuals	158	$395,141,318

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