Pr Wealth Management Group

Pr Wealth Management Group

East Moline, Illinois

5.0

1 Review

PR Wealth Management Group is a small investment advisory firm based out of East Moline, IL, with two offices. With four dedicated employees, PR Wealth Management Group provides comprehensive investment advisory services to its clients. Their team of experienced advisors manages an impressive average of $28,420,000 in assets under management per investment advisor. The firm's compensation structure is designed to align with their clients' needs and includes various types, such as a percentage of assets under management and hourly charges. Notably, PR Wealth Management Group excels in managing employer 401Ks and individual assets,...see more

Assets Under Mgmt

$113.68M

Investment Professionals

4

Locations

1

% 401K & Individual

76%

% Discretionary

94%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Reviews for Pr Wealth Management Group

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