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PRENTICE WEALTH MANAGEMENT LLC

Tel: 585-218-0001
1150 Penfield Rd.
Rochester, New York  14625

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PRENTICE WEALTH MANAGEMENT LLC

PRENTICE WEALTH MANAGEMENT LLC is a Rochester, New York based financial advisory firm with nearly $467,163,139 in assets under management and provides investment advisory services for 1853 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

Firm CRD#:

160052

SEC#:

801-76490

No. of Clients:

1853

Assets under Management

$467,163,139

No. of Advisors:

14

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