PHYSICIAN WEALTH SOLUTIONS INC.

PHYSICIAN WEALTH SOLUTIONS INC. is an SEC-registered investment adviser (CRD 151570). Regulatory assets under management: $298.9M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

NameRoleLocation
Setu Shubhang MazumdarPRESIDENT & CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER
MAZUMDAR SETU SHUBHANGPRESIDENT & CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER

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