Overview
Assets Under Management: $3.7 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 464
Average Client Assets: $6.7 million
Frequently Asked Questions
PRIO WEALTH LP 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 #105058), PRIO WEALTH LP is subject to fiduciary duty under federal law.
PRIO WEALTH LP is headquartered in BOSTON, MA.
PRIO WEALTH LP serves 464 high-net-worth clients according to their SEC filing dated February 20, 2024. View client details ↓
According to their SEC Form ADV, PRIO WEALTH LP offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PRIO WEALTH LP manages $3.7 billion in client assets according to their SEC filing dated February 20, 2024.
According to their SEC Form ADV, PRIO WEALTH LP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 464
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.94%
Average Client Assets: $6.7 million
Total Client Accounts: 1,765
Discretionary Accounts: 1,765
Regulatory Filings
CRD Number: 105058
Filing ID: 1824542
Last Filing Date: 2024-02-20 12:16:00