P. Worldwide, LLC
RIASEC Registered
Total AUM
$6M
Discretionary
$0
0% of AUM
Avg account
$500K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 159664
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
P. Worldwide, LLC operates as a sole proprietorship focused on providing portfolio management services primarily for individual and family clients. The firm emphasizes a fee structure based on a percentage of assets under management. While it does not engage in capital allocation or serve as a pension consultant, it specializes in managing portfolios for small businesses and individuals. The firm does not actively pursue ESG investments, indicating a more traditional investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Contacts
1 of 1Gregory Markman
CCO, Managing MemberCRD 4005098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations