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PR WEALTH MANAGEMENT GROUP, INC.
PR WEALTH MANAGEMENT GROUP, INC.
PR WEALTH MANAGEMENT GROUP
EAST MOLINE, Illinois
·
2 registered advisors
·
CRD# 173711
SEC# 801-122276
1
309-792-8291
01
Firm Overview
AUM
$127M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PR WEALTH MANAGEMENT GROUP, INC.
2 registered advisors
David Mark Perry
EAST MOLINE, Illinois
CRD# 4529490
Joshua Matthew Robinson
EAST MOLINE, Illinois
CRD# 4606425
05
Office Locations
EAST MOLINE, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. PR WEALTH MANAGEMENT GROUP, INC. (CRD# 173711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.