PRW Wealth Management is an investment advisor in Quincy with $603.63 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272409376
SEC advisor number
801-108258
FINRA CRD number
284669
AUM ?
$511.53 mm
(as of 17 Apr 23)
Accounts
648
(as of 17 Apr 23)
Employees
13
(7 investment advisory or research)
Address
PRW Wealth Management
1 PINE HILL DRIVE
SUITE 502
QUINCY
MA 02169
1 PINE HILL DRIVE
SUITE 502
QUINCY
MA 02169
Phone
6177450900
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21