Prestige Wealth Management is an investment advisor in Flemington with $430.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
223346932
SEC advisor number
801-72627
FINRA CRD number
127381
AUM ?
$498.49 mm
(as of 21 Mar 24)
Accounts
1,152
(as of 21 Mar 24)
Employees
12
(4 investment advisory or research)
Address
Prestige Wealth Management
31 STATE ROUTE 12
FLEMINGTON
NJ 08822
31 STATE ROUTE 12
FLEMINGTON
NJ 08822
Phone
908-782-0001
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21