P
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
11 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-2015
- Office Locations
- 1
Office Locations
5830 Granite Parkway Suite 100-289 Plano TX
About Prestonwood Capital Management, LLC
Prestonwood Capital Management, LLC is a Plano-based RIA. The firm has been operating for 11 years. Managing $15.0M in total assets under management, with 1 advisory representatives.
Team overview
40 AVG AGE
$15.0M AVG AUM / ADVISOR
$833.3K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Owner & Executives
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J
JOHNNY KANG
Partner
- CRD
- #5867135
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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