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Grant Douglas Prescott

PRESCOTT MANAGEMENT, INC.·SAN JUAN CAPISTRANO, California
Unclaimed Profile
30950 RANCHO VIEJO ROAD, SAN JUAN CAPISTRANO, CA 92675CRD# 7191376Firm CRD# 331654
01

About

Grant Douglas Prescott is a registered financial advisor based in SAN JUAN CAPISTRANO, California, affiliated with PRESCOTT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRESCOTT MANAGEMENT, INC.
PRESCOTT TAX AND WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PRESCOTT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7191376
Firm CRD# 331654
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Grant Douglas Prescott offer?
Grant Douglas Prescott specializes in Financial Planning, Investment Management. Contact their office in SAN JUAN CAPISTRANO, California for a consultation.
What are Grant Douglas Prescott's credentials?
Grant Douglas Prescott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grant Douglas Prescott located?
Grant Douglas Prescott is based in SAN JUAN CAPISTRANO, California, working with PRESCOTT MANAGEMENT, INC.. Their office serves clients in the SAN JUAN CAPISTRANO metropolitan area and surrounding communities.
How does Grant Douglas Prescott charge for services?
Grant Douglas Prescott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRESCOTT MANAGEMENT, INC.?
PRESCOTT MANAGEMENT, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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