Public Resources Advisory Group

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
38
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
113338
Fee structure
Hourly Charges, Fixed Fees, Other

Firm profile

FINTRX

Overview

Public Resources Advisory Group is structured as a corporation operating as an independent registered investment adviser. The firm is individually owned and is identified in FINTRX as a registered municipal advisor, indicating its business activities include advising public entities on municipal finance matters. Its engagement model uses a mix of hourly charges, fixed fees and other fee arrangements rather than a pure asset-fee model. The data also flags that the firm is not an active ESG investor.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Xun Lin

    Xun Lin

    Managing DirectorCRD 5774047

  • Daniel Forman

    Daniel Forman

    Senior Managing DirectorCRD 5798599

  • Louis Choi

    Senior Managing DirectorCRD 4465453

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
39 Broadway Ste
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth