Private Wealth Consultants Ltd
Private Wealth Consultants Ltd (CRD# 112602) is a financial advisory firm headquartered in Toledo, OH. They manage $190,983,012 in 1,699 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management191MILLION
Total Number of Accounts1,699ACCOUNTS
Average Account Value$112,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CT, FL, GA, IN, MI, OH, PA, TX
Douglas Miller (CRD# 1946240) is an Investment Advisor Representative working at Private Wealth Consultants Ltd in Toledo, OH and has over 28 years of experience in the finance industry. Douglas Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gary Rathbun (CRD# 1084721) is an Investment Advisor Representative working at Private Wealth Consultants Ltd in Toledo, OH and has over 30 years of experience in the finance industry.