Prelude Financial
Prelude Financial (CRD# 282158) is a financial advisory firm headquartered in Wadsworth, OH. They manage $25,579,704 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$250,781
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Prelude Financial
1
Scott Haley (CRD# 5919854) is an Investment Advisor Representative working at Prelude Financial in Wadsworth, OH and has over 12 years of experience in the finance industry.
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