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PRESCOTT INVESTOR SERVICES, INC.
CRD 114468
747 WHIPPLE STREET, PRESCOTT, AZ, 86301, United States
Phone
928-717-2000
Fax
928-776-0807
Registration
— (—)
Source
State registered
Total AUM
$60.2M
Discretionary AUM
$50.1M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $11.5M |
| High net worth individuals | 13 | $26.5M |
| Pension/profit sharing plans | 1 | $606K |
| Charitable organizations | 9 | $21.7M |
All web addresses on file
Official SEC filing: View on IAPD