Overview
Assets Under Management: $142 million
Headquarters: EAST MOLINE, IL
High-Net-Worth Clients: 31
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.48
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 419
Discretionary Accounts: 355
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 173711
Filing ID: 1980119
Last Filing Date: 2025-04-21 10:05:00
Website: https://prwmg.com