Private Wealth Consultants Ltd is a large advisory firm based in Toledo. It manages $246.84 million of regulatory assets for 1,725 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Georgia, and 5 other states.
Private Wealth Consultants provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Private Wealth Consultants Ltd is $246.84 million. The firm's AUM has grown by 88% since the beginning of its operation, and $1.5 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Private Wealth Consultants Ltd for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Gary Lee Rathbun is individuals with 370 clients and $95.84 million of assets under management. Among the 12 most similar advisory firms, Private Wealth Consultants has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $246.84 million for 593 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Private Wealth Consultants doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gary Lee Rathbun has been acting as President since 1 Aug 1997. Shams Afzal joined the executive team most recently as the Chief Compliance Officer.
The principal office where Private Wealth Consultants Ltd performs its advisory services is located at 6591 West Central Ave, Toledo, OH 43617, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 419-842-0334 or by fax 419-842-0338. The normal business hours are 7:00am - 7:00pm on Monday - Friday. You can find more information about the New York firm at privatewealthconsultants.com.