Prescott Investor Services, Inc.
Firm details
- Headquarters
- Prescott, Arizona
- CRD number
- 114468
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI43.94%
- Charitable Organizations36%
- Individuals19.06%
- Pension & Profit Sharing Plans1.01%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Prescott Investor Services, Inc. is an independent registered investment adviser operating as a corporation under individual ownership. The firm serves individual and family clients as well as institutional investors, providing portfolio management for individuals and small businesses and acting in an insurance brokerage capacity. Its fee model includes a percentage-of-assets-under-management component alongside hourly billing. Prescott does not identify as an active ESG investor and is not structured as a multi-state adviser or a dedicated capital allocator.
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 Equities49%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents14%
- US Government Bonds3%
Contacts
1 of 1Michael Beatty
PresidentCRD 1462328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Prescott, AZ
Yavapai
Location
Prescott, AZ
Headquartered in Prescott, AZ, in the West of the United States.
- Region
- West
- County
- Yavapai
- Address
- 747 Whipple St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Montoya Wealth Management
RIAPrescott, AZ
Yavapai Financial Planning, L.L.C.
RIAPrescott, AZ
Dogwood Capital Management
RIAPrescott, AZ
Victory Wealth Services, LLC
RIAPrescott, AZ
Brio Financial Planning
RIAPrescott, AZ
Lane Brothers Investment Counsel
RIAPrescott, AZ