Private Wealth Consultants Ltd
Private Wealth Consultants Ltd (CRD# 112602) is a financial advisory firm headquartered in Toledo, OH. They manage $213,618,092 in 1,683 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management214MILLION
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Total Number of Accounts1,683ACCOUNTS
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Average Account Value$126,927
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, GA, IN, MI, OH, PA, TX
Financial Advisors at Private Wealth Consultants Ltd
No Advisor Found.
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