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PRENTICE WEALTH MANAGEMENT LLC
1150 Penfield Rd.
Rochester, New York 14625
Tel: 585-218-0001
About PRENTICE WEALTH MANAGEMENT LLC
PRENTICE WEALTH MANAGEMENT LLC, formally registered with the SEC as PRENTICE WEALTH MANAGEMENT LLC. The firm was established in 04/24/2012. They have over 2 offices throughout the country.
PRENTICE WEALTH MANAGEMENT LLC is a Rochester, New York based Financial Planning firm with nearly $295,262,571 assets under management, offering retirement planning & investment advisory services to 1314 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 160052 |
| SEC# | 801-76490 |
| Assets Managed by Firm | $295,262,571 |
| No. of Clients | 1314 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Subscription Fees
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1314 | $295,262,571 |
| Individuals (other than high net worth individuals) | 650 | $213,061,451 |
| High net worth individuals | 27 | $52,286,095 |
| Charitable organizations | Fewer than 5 clients | $346,677 |
| Other investment advisers | Fewer than 5 clients | $10,191,479 |
| Corporations or other businesses | Fewer than 5 clients | $19,376,869 |
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