Prentis Wealth Management Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

280 Park Ave S # 27W, New York, New York...

Phone Number

(212) 953-7633

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Prentis Wealth Management Group

Since 1981, the Prentis Wealth Management Group of Wells Fargo Advisors has assisted clients in accomplishing their life and financial goals via a robust set of planning and investment management services.Explore more
Prentis Wealth Management Group's Social MediaPopular SearchesPrentis Wealth Management GroupPrentis Wealth ManagementWells Fargo AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Prentis Wealth Management Group Org Chart

PhoneEmail
PP
United States flag for contact location.

Financial Advisor & Managing Director, Invest...

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MK
United States flag for contact location.

Managing Director- Investments, CERTIFIED FIN...

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JB
United States flag for contact location.

Vice President Senior Registered Client Assoc...

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Compare Similar Companies to Prentis Wealth Management Group

Compare insights from companies similar to Prentis Wealth Management Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prentis Wealth Management...

<$5M
11-50
Private
-
-
PP
Peter PrentisFinancial Advisor & Managing Director, Investments
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
11-50
Private
-
1962
CF
Cherri ForestierChief Financial Officer
<$5M
1-10
Private
-
2015
CH
Christopher HeistenPresident & Founder
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2004
CT
Clay TerryFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Prentis Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prentis Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prentis Wealth Management Group.

Prentis Wealth Management Group Tech Stack

A closer look at the technologies used by Prentis Wealth Management Group

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Frequently Asked Questions Regarding Prentis Wealth Management Group

What is Prentis Wealth Management Group's official website?
Prentis Wealth Management Group's official website is www.prentiswmg.com
What is Prentis Wealth Management Group's Revenue?
Prentis Wealth Management Group's revenue is <$5 Million
What is Prentis Wealth Management Group's SIC code?
Prentis Wealth Management Group's SIC: 62,628
What is Prentis Wealth Management Group's NAICS code?
Prentis Wealth Management Group's NAICS: 52,523
How many employees does Prentis Wealth Management Group have?
Prentis Wealth Management Group has 11-50 employees
What industry does Prentis Wealth Management Group belong to?
Prentis Wealth Management Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Prentis Wealth Management Group competition?
Prentis Wealth Management Group top competitors include: Chapman & Cardwell Capital Management, Heisten Financial, Terry Investment Group, Banyan Private Wealth
What technology does Prentis Wealth Management Group use?
Some of the popular technologies that Prentis Wealth Management Group uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Cloudflare Security
How do I contact Prentis Wealth Management Group?
Prentis Wealth Management Group contact info: Phone number: (212) 953-7633 Website: www.prentiswmg.com
What does Prentis Wealth Management Group do?

Since 1981, the Prentis Wealth Management Group of Wells Fargo Advisors has assisted clients in accomplishing their life and financial goals via a robust set of planning and investment management services.... Read More

What are Prentis Wealth Management Group social media links?
Prentis Wealth Management Group Facebook page
Is Prentis Wealth Management Group a public company?
Prentis Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about Prentis Wealth Management Group

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