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Michael Lee Krumholz

PRUDEO PARTNERS, LLC·WEST COLUMBIA, South Carolina
Unclaimed Profile
602 MEETING STREET, WEST COLUMBIA, SC 29169CRD# 1977128Firm CRD# 113961
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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 in WEST COLUMBIA
Lawrence James Miller — PRUDEO PARTNERS, LLCLaurie Woodson White — ASSET MANAGEMENT AND PLANNING, LLCAndrew Creswell Todd — PRUDEO PARTNERS, LLCJr. Frederick Joyce — ASSET MANAGEMENT AND PLANNING, LLCJoe Harvey Giltner — AXIO WEALTH MANAGEMENT, INC.
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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