PRENTICE WEALTH MANAGEMENT LLC - Financial Advisor in New York, Rochester

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

About 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

Firm CRD#:

160052

Firm SEC#:

801-76490

Assets Under Management:

$467,163,139

No. of Clients:

1853

No. of Advisors:

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

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