WEALTH MANAGEMENT GROUP
  • WEALTH MANAGEMENT GROUP
  • AMERICAN PORTFOLIOS FINANCIAL SERVICES
  • WEALTH MANAGEMENT GROUP, LLC

Adviser Profile

As of Date 12/13/2023
Registration status Terminated
ADV Location ROCHESTER, NY, United States
Contact Info (58 xxxxxxx
Websites
AUM* 103,089,511 -16%
of that, discretionary 103,089,511 -16%
Number of Employees 5 -17%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 167,353 -21%
% High Net Worth 25.31% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

122M 105M 87M 70M 52M 35M 17M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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