Periscope Wealth Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1290 Avenue of the Americas Fl 4, New Yo...Phone Number
(212) 951-0426Website
www.periscopewm.comRevenue
<$5 MillionIndustry
About Periscope Wealth Management
Periscope Wealth Management is transitioning into two independent advisory firms, Parion Wealth and Pointcrest Wealth, while retiring its original name. The organizational change does not affect client accounts, investments, or advisory relationships, and clients will continue to work with their existing advisors. The firm offers investment advisory services through NewEdge Advisors, LLC, a registered investment adviser. Clients are assured that their accounts and service teams will remain unchanged during this transition.Explore more
Periscope Wealth Management Org Chart
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Periscope Wealth Management is transitioning into two independent advisory firms, Parion Wealth and Pointcrest Wealth, while retiring its original name. The organizational change does not affect client accounts, investments, or advisory relationships, and clients will continue to work with their existing advisors. The firm offers investment advisor... Read More
