PRESCOTT MANAGEMENT, INC.

PRESCOTT TAX AND WEALTH MANAGEMENT
SAN JUAN CAPISTRANO, California·2 registered advisors·CRD# 331654
SEC# 801-1308030949-248-9815
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRESCOTT MANAGEMENT, INC.

2 registered advisors
Grant Douglas Prescott
SAN JUAN CAPISTRANO, California
Peter Douglas Prescott
SAN JUAN CAPISTRANO, California
05

Office Locations

SAN JUAN CAPISTRANO, California
2 advisors

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Data sourced from SEC Form ADV filings. PRESCOTT MANAGEMENT, INC. (CRD# 331654) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.