PRASAD WEALTH PARTNERS - Financial Advisor in Ohio, Independence

Tel: 216-313-9999 6050 Oak Tree Blvd. Suite 100 Independence, Ohio 44131

About PRASAD WEALTH PARTNERS

PRASAD WEALTH PARTNERS is a Independence, Ohio based financial advisory firm with nearly $474,921,816 in assets under management and provides investment advisory services for 1741 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

332507

Firm SEC#:

801-130984

Assets Under Management:

$474,921,816

No. of Clients:

1741

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, Fixed fees

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