Proactive Investment Management, LLC
Proactive Investment Management, LLC (CRD# 143386) is a financial advisory firm headquartered in , . They manage $850,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$94,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Market timing services
Richard Wiegand (CRD# 2105619) is an Investment Advisor Representative working at Proactive Investment Management, LLC in Seymour, CT and has over 14 years of experience in the finance industry.