PRESCOTT, ADAMS AND GROUP INC.

RIASEC Registered

Total AUM

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Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: ALBERTSON, New York
CRD number: 137699
Website: www.prescottadamsgroup.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Prescott, Adams And Group Inc. operates as a corporation providing a range of financial services. The firm engages in financial planning, portfolio management for both individuals and small businesses, and offers advisory services for businesses or institutions. Additionally, they provide pension consulting services and assist in the selection of other advisers. The firm is also involved in insurance brokerage, which broadens its service offerings to clients. While Prescott, Adams And Group Inc. does not actively pursue ESG investing, it does allocate capital to various investment strategies, including alternative investments.