Price Wealth Management
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Price Wealth Management — overview
Assets Under Management
Type
Wealth Manager
Location
Austin, TX, US
Alternative Asset Classes
-
About
Price Wealth Management provided wealth management and investment advisory services to families and their foundations. The firm's investment advisory services includde: diversification strategies, asset allocation and portfolio construction, the selection of investment vehicles, and performance monitoring and reporting. The firm typically required a minimum investment of USD 25,000,000.
In September 2020, Price Wealth Management was acquired by Pathstone for USD 1.4 billion.
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