Overview
Assets Under Management: $301 million
Headquarters: LANSDALE, PA
High-Net-Worth Clients: 2
Average Client Assets: $51 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.59
Average High-Net-Worth Client Assets: $51 million
Total Client Accounts: 958
Discretionary Accounts: 958
Regulatory Filings
CRD Number: 309663
Filing ID: 1961113
Last Filing Date: 2025-03-27 14:12:00
Website: https://pri-llc.com