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PRESTIGE WEALTH MANAGEMENT GROUP, LLC
PRESTIGE WEALTH MANAGEMENT GROUP, LLC
FLEMINGTON, New Jersey
·
3 registered advisors
·
CRD# 127381
SEC# 801-72627
3
908-782-0001
01
Firm Overview
AUM
$498M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PRESTIGE WEALTH MANAGEMENT GROUP, LLC
3 registered advisors
Howard Jeffrey Spivack
FLEMINGTON, New Jersey
CRD# 1746929
Kevin Mark Means
FLEMINGTON, New Jersey
CRD# 2279192
Roy Evans Williams
FLEMINGTON, New Jersey
CRD# 1161149
05
Office Locations
FLEMINGTON, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. PRESTIGE WEALTH MANAGEMENT GROUP, LLC (CRD# 127381) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.