PPrivate Fund Data Log in Join · $37/mo

Prestige Wealth Services Group, Inc.

● SEC registered since 2013CRD 166641SEC# 801-77623Flemington, NJ
Export (members)
Reg. AUM
$150.5M
Employees
4
Accounts
285
Location
Flemington, NJ

Prestige Wealth Services Group, Inc. assets under management

Prestige Wealth Services Group, Inc. is an investment advisory firm registered with the SEC based in Flemington, NJ. The firm has been registered since 2013. It reports $150.5 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Prestige Wealth Services Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Roy Evans Williams ControlPrincipal, President, Chief Executive Officer, Chief Compliance Officer And Chief Investment OfficerOver 75%2012

Frequently asked questions

How much does Prestige Wealth Services Group, Inc. manage?

Prestige Wealth Services Group, Inc. reports $150.5 million in regulatory assets under management on its Form ADV.

How many employees does Prestige Wealth Services Group, Inc. have?

Prestige Wealth Services Group, Inc. reports 4 employees.

Where is Prestige Wealth Services Group, Inc. located?

Prestige Wealth Services Group, Inc. is based in Flemington, NJ and has been SEC-registered since 2013.

Does Prestige Wealth Services Group, Inc. disclose fund performance?

Prestige Wealth Services Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address31 State Route 12, Flemington, NJ 08822
Phone908-782-0001
Fax908-450-1495
Office hours9:00 a.m.-5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.5M
Non-discretionary$0
Total (RAUM)$150.5M