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Shams Afzal

PRIVATE WEALTH CONSULTANTS LTD·TOLEDO, Ohio
Unclaimed Profile
6591 WEST CENTRAL AVE, TOLEDO, OH 43617CRD# 6446314Firm CRD# 112602
01

About

Shams Afzal is a registered financial advisor based in TOLEDO, Ohio, affiliated with PRIVATE WEALTH CONSULTANTS LTD. 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
Nonprofits & Foundations
03

Firm Overview

Firm
PRIVATE WEALTH CONSULTANTS LTD
PRIVATE WEALTH CONSULTANTS LTD
AUM
$247M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PRIVATE WEALTH CONSULTANTS LTD →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6446314
Firm CRD# 112602
7 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shams Afzal offer?
Shams Afzal specializes in Financial Planning, Investment Management. Contact their office in TOLEDO, Ohio for a consultation.
What are Shams Afzal's credentials?
Shams Afzal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shams Afzal located?
Shams Afzal is based in TOLEDO, Ohio, working with PRIVATE WEALTH CONSULTANTS LTD. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.
How does Shams Afzal charge for services?
Shams Afzal's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE WEALTH CONSULTANTS LTD?
PRIVATE WEALTH CONSULTANTS LTD has approximately 10 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
Advisor Fees in OhioNational Fee Analysis
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