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Proquility Private Wealth Partners, LLC

CRD 307866SEC# 801-118760
Export (members)
No longer SEC-registered. Proquility Private Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$355.6M
Employees
6
Accounts
765
Location
—

Proquility Private Wealth Partners, LLC assets under management

Proquility Private Wealth Partners, LLC operates as an SEC-registered investment adviser. It reports $355.6 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Proquility Private Wealth Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew F. Ferguson Living Trust ControlManaging MemberOver 75%2023
Andrew Fraser Ferguson ControlFounder, Ceo & CcoUnder 5%2020
Andrew Fraser Ferguson ControlManaging Member—2023

Frequently asked questions

How much does Proquility Private Wealth Partners, LLC manage?

Proquility Private Wealth Partners, LLC reports $355.6 million in regulatory assets under management on its Form ADV.

How many employees does Proquility Private Wealth Partners, LLC have?

Proquility Private Wealth Partners, LLC reports 6 employees.

Does Proquility Private Wealth Partners, LLC disclose fund performance?

Proquility Private Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8a.m. To 4p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$355.6M
Non-discretionary$0
Total (RAUM)$355.6M