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PRIME CAPITAL FINANCIAL
OVERLAND PARK, KS
(800) 493-6226
SEC #801-110709Total AUM
$39.1B
Employees
446Clients
23,965Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6201 COLLEGE BLVD.
SUITE #150
OVERLAND PARK
KS 66211
United States
SUITE #150
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(800) 493-6226
Other Offices
87
Financials
Total AUM
$39.1B
Accounts
55,376Discretionary
$19.6B
Accounts
32,014Non-Discretionary
$19.6B
Accounts
23,362
Clients
Individual Clients
16,558AUM
$5.8B
HNW Individual Clients
5,571AUM
$13B
Pooled Vehicle Clients
1AUM
$1.8B
Pension/Profit Sharing Plan Clients
1,378AUM
$17.7B
Charitable Organization Clients
75AUM
$43.5M
Corporation or Business Clients
382AUM
$739M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.