PRIVATE WEALTH CONSULTANTS LTD

TOLEDO, Ohio·4 registered advisors·CRD# 112602
SEC# 801-573640419-842-0334
01

Firm Overview

AUM
$247M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRIVATE WEALTH CONSULTANTS LTD

4 registered advisors
Douglas Scott Miller
TOLEDO, Ohio
Gary Lee Rathbun
TOLEDO, Ohio
Marie Nancy Groves
TOLEDO, Ohio
Shams Afzal
TOLEDO, Ohio
05

Office Locations

TOLEDO, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. PRIVATE WEALTH CONSULTANTS LTD (CRD# 112602) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.