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PRESCOTT ADVISORS, LLC

3100 Monticello Avenue
Suite 600
Dallas, Texas 75205-3439
Tel: (214) 750-0009

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About PRESCOTT ADVISORS, LLC

PRESCOTT ADVISORS, LLC, formally registered with the SEC as PRESCOTT ADVISORS, LLC. The firm was established in 10/06/2017. They have over 1 offices throughout the country.

PRESCOTT ADVISORS, LLC is a Dallas, Texas based Financial Planning firm with nearly $234,099,775 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283784
SEC#801-111817
Assets Managed by Firm$234,099,775
No. of Clients4
No. of Advisors31

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$234,099,775

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