Overview
Assets Under Management: $247 million
Headquarters: TOLEDO, OH
High-Net-Worth Clients: 130
Average Client Assets: $0.6 million
Frequently Asked Questions
PRIVATE WEALTH CONSULTANTS LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112602), PRIVATE WEALTH CONSULTANTS LTD is subject to fiduciary duty under federal law.
PRIVATE WEALTH CONSULTANTS LTD is headquartered in TOLEDO, OH.
PRIVATE WEALTH CONSULTANTS LTD serves 130 high-net-worth clients according to their SEC filing dated November 02, 2018. View client details ↓
According to their SEC Form ADV, PRIVATE WEALTH CONSULTANTS LTD offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PRIVATE WEALTH CONSULTANTS LTD manages $247 million in client assets according to their SEC filing dated November 02, 2018.
According to their SEC Form ADV, PRIVATE WEALTH CONSULTANTS LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.41%
Average Client Assets: $0.6 million
Total Client Accounts: 1,725
Discretionary Accounts: 1,516
Non-Discretionary Accounts: 209
Regulatory Filings
CRD Number: 112602
Filing ID: 1249539
Last Filing Date: 2018-11-02 15:02:00