Investment adviser · CRD 331654

PRESCOTT TAX AND WEALTH MANAGEMENT

Investment adviser filing (IA)

PRESCOTT MANAGEMENT, INC.

SAN JUAN CAPISTRANO, CA, United States · Form ADV filed Jun 28, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 28, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30950 RANCHO VIEJO ROAD, SUITE 100
SAN JUAN CAPISTRANO, CA, 92675, United States

CRD 331654

Filing source

Form ADV 1886180 · Jun 28, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.