Proactive Investment Management, LLC
Proactive Investment Management, LLC (CRD# 143386) is a financial advisory firm headquartered in , . They manage $575,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Proactive Investment Management, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$287,500
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Market timing services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Proactive Investment Management, LLC
1
Richard Wiegand (CRD# 2105619) is an Investment Advisor Representative working at Proactive Investment Management, LLC in Seymour, CT and has over 22 years of experience in the finance industry.
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