Physician Wealth Solutions

Physician Wealth Solutions (CRD# 151570) is a financial advisory firm headquartered in , . They manage $230,747,309 in 458 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
https://www.linkedin.com/in/setu-mazumdar-md-cfp%c2%ae-544b8417
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $503,815
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IL, NC, NV, PA, TX

Financial Advisors at Physician Wealth Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Setu Mazumdar, financial advisor North Las Vegas NV
Setu S. Mazumdar
CRD#: 5713552
North Las Vegas, NV

Setu Mazumdar (CRD# 5713552) is an Investment Advisor Representative working at Physician Wealth Solutions in North Las Vegas, NV and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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