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| Happy Holidays!! thanks for using AUM13F!! |
| Prestige Wealth Services Group Inc
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|---|---|
| CRD # | 166641 |
| SEC # | 801-77623 |
| CIK # | |
| AUM | $150.5 M (2025-03-12) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 908-782-0001 |
| Address | 31 State Route 12 Flemington, NJ 08822 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 150.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 150.5 |
| By Discretionary | ||
| Discretionary | 285 | 150.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 285 | 150.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.5 | |
| Total | 285 | 150.5 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Prestige Wealth Management Group LLC
✚
|
NJ | 0.6 |
|
Prestige Wealth Services Group Inc
✚
|
NJ | 0.2 |
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|---|---|---|
|
Strategic Financial Management LLC
✚
|
0.2 | |
|
Paladin Wealth LLC
✚
|
MN | 0.2 |
|
CTA Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Hawkins Investment Counsel LLC
✚
|
0.2 | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.2 |
|
Silicon Private Wealth LLC
✚
|
0.2 | |
|
The Money Men Inc
✚
|
NY | 0.2 |
|
Adare Asset Management LLC
✚
|
PA | 0.2 |
|
Stronghold Wealth Management LLC
✚
|
FL | 0.2 |
|
SKA Financial Services Inc
✚
|
OH | 0.1 |