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Building 2PRIME INVESTMENT ADVISORS

Map pinBETHESDA, MD
Phone301-951-5233
NotebookSEC #801-121375
Total AUM
$150.6M
Employees
3
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7700 OLD GEORGETOWN ROAD
SUITE 630
BETHESDA
MD 20814
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
301-951-5233

ReceiptFinancials

Total AUM
$150.6M
Accounts
87
Discretionary
$138.2M
Accounts
84
Non-Discretionary
$12.4M
Accounts
3

ContactClients

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Individual Clients
46
AUM
$18.5M
HNW Individual Clients
39
AUM
$131.1M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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