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| PR Wealth Management Group Inc
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| |
|---|---|
| CRD # | 173711 |
| SEC # | 801-122276 |
| CIK # | |
| AUM | $127.0 MM (2024-03-04) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 309-792-8291 |
| Address | 990 Avenue of The Cities East Moline, IL 61244 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 622 | 90.5 |
| (b) Individuals (high net worth individuals) | 22 | 34.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,236 | 127.0 |
| By Discretionary | ||
| Discretionary | 1,180 | 120.0 |
| Non-Discretionary | 56 | 7.0 |
| Total | 1,236 | 127.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.0 | |
| Total | 1,236 | 127.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BLOM & Howell Financial Planning Inc
✚
|
CA | 0.1 |
|
Scherer Financial Advisory Services LLC
✚
|
TX | 0.1 |
|
S & S Wealth Management LP
✚
|
TX | 0.1 |
|
Adare Asset Management LLC
✚
|
PA | 0.1 |
|
Southcol Advisors LLC
✚
|
FL | 0.1 |
|
Parkview Asset Management Inc
✚
|
IL | 0.1 |
|
Insight Securities Inc
✚
|
IL | 0.1 |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
|
Saddock Wealth LLC
✚
|
TX | 0.1 |
|
Vigil Wealth Management LLC
✚
|
FL | 0.1 |