Prestige Wealth Inc is an investment holding company. The Company, along with its subsidiaries, is engaged in the wealth management and asset management services. The Company is engaged in customizing wealth management investment portfolios including personal assistant services for clients. The Company is also engaged in asset management related advisory, fund management services.
Growing
The company is in a growing phase, with the latest annual income totaling USD 639.91K.
Fairly Valued
The company’s latest PB is 2.81, at a medium 3-year percentile range.
Institutional Buying
The latest institutional holdings are 6.69M shares, increasing 3.40% quarter-over-quarter.
Held by James Simons
Star Investor James Simons holds 27.63K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of 0.50.