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Michael Lee Krumholz

PRUDEO PARTNERS, LLC·WEST COLUMBIA, South Carolina
Clean recordPRUDEO PARTNERS, LLC
602 MEETING STREET, WEST COLUMBIA, SC 29169CRD# 1977128Firm CRD# 113961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Lee Krumholz · WEST COLUMBIA, SC
Registration
CRD #1977128 · PRUDEO PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Lee Krumholz is a registered financial advisor based in WEST COLUMBIA, South Carolina, affiliated with PRUDEO PARTNERS, LLC. 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
Introduction

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03

Firm Overview

Firm
PRUDEO PARTNERS, LLC
PRUDEO PARTNERS, LLC
AUM
$413M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PRUDEO PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1977128
Firm CRD# 113961
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Lee Krumholz offer?
Michael Lee Krumholz specializes in Financial Planning, Investment Management. Contact their office in WEST COLUMBIA, South Carolina for a consultation.
What are Michael Lee Krumholz's credentials?
Michael Lee Krumholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Lee Krumholz located?
Michael Lee Krumholz is based in WEST COLUMBIA, South Carolina, working with PRUDEO PARTNERS, LLC. Their office serves clients in the WEST COLUMBIA metropolitan area and surrounding communities.
How does Michael Lee Krumholz charge for services?
Michael Lee Krumholz'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 PRUDEO PARTNERS, LLC?
PRUDEO PARTNERS, LLC has approximately 8 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRUDEO PARTNERS, LLC

Sally Mcfarland
WEST COLUMBIA, SC
Andrew Creswell Todd
WEST COLUMBIA, SC
Jr. Frederick Joyce
WEST COLUMBIA, SC
Laurie Woodson White
WEST COLUMBIA, SC
Lawrence James Miller
WEST COLUMBIA, SC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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