Public Resources Advisory Group

RIASEC 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 organized as a corporation and is identified in the source data as a registered municipal advisor. The firm is owned by an individual and operates under fee arrangements that include hourly charges, fixed fees, and other non-disclosed fee types. The dataset does not list an SEC registration year. The firm is not classified as a capital allocator in the provided material and is not described as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. The source also indicates the firm is not designated as a multi-state adviser, even though it maintains office locations in multiple states.

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
  • Jocelyn Mortensen

    Senior Managing DirectorCRD 2037329

  • Andrew Evanchik

    Managing DirectorCRD 6636165

  • Edmund Soong

    Executive Vice PresidentCRD 1860412

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