Overview
Assets Under Management: $599 million
Headquarters: FLEMINGTON, NJ
High-Net-Worth Clients: 166
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,280
Discretionary Accounts: 1,273
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 127381
Filing ID: 1958100
Last Filing Date: 2025-03-13 21:52:00
Website: https://prestigewmg.com