Prentice Investment Management, LLC
Firm details
- Headquarters
- Garrison, New York
- CRD number
- 293723
- Registered since
- April 25, 2018
- Website
- www.prenticewealth.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Prentice Investment Management, LLC is a New York state–registered, individually owned limited liability company that provides portfolio management primarily for individuals and small businesses. It operates as a non-independent retail RIA and charges clients a fee based on assets under management. The firm does not identify as an active ESG investor and reports industry ties to a broker-dealer and another investment adviser.
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 Equities100%
Contacts
1 of 1
Nathaniel Prentice
PrincipalCRD 832532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Garrison, NY
Putnam
Location
Garrison, NY
Headquartered in Garrison, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Putnam
- Address
- 848 Route 9 D
- Time zone
- ET (UTC-5)
- Office locations
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