PRESTIGE PLANNING, INC.

PRESTIGE WEALTH MANAGEMENT
WOODBURY, Minnesota·3 registered advisors·CRD# 110304
SEC# 801-582760651-209-9333
01

Firm Overview

AUM
$241M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRESTIGE PLANNING, INC.

3 registered advisors
Charles Alan Blossom
LAKE ELMO, Minnesota
Denise Jean Rich
WOODBURY, Minnesota
Judith Eileen Blossom
WOODBURY, Minnesota
05

Office Locations

WOODBURY, Minnesota
2 advisors
LAKE ELMO, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. PRESTIGE PLANNING, INC. (CRD# 110304) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.