Overview
Assets Under Management: $17.1 billion
Headquarters: REDMOND, WA
High-Net-Worth Clients: 8
Average Client Assets: $570.1 million
Frequently Asked Questions
PRIME ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107680), PRIME ADVISORS, INC. is subject to fiduciary duty under federal law.
PRIME ADVISORS, INC. is headquartered in REDMOND, WA.
PRIME ADVISORS, INC. serves 8 high-net-worth clients according to their SEC filing dated April 30, 2018. View client details ↓
According to their SEC Form ADV, PRIME ADVISORS, INC. offers portfolio management for institutional clients. View all service details ↓
PRIME ADVISORS, INC. manages $17.1 billion in client assets according to their SEC filing dated April 30, 2018.
According to their SEC Form ADV, PRIME ADVISORS, INC. serves institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.63%
Average Client Assets: $570.1 million
Total Client Accounts: 328
Discretionary Accounts: 305
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 107680
Filing ID: 1213116
Last Filing Date: 2018-04-30 12:10:00