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Building 2TWO PRIME INC.

Map pin
Phone480-290-4951
NotebookSEC #801-123219
Total AUM
$416.5M
Employees
11
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
480-290-4951

ReceiptFinancials

Total AUM
$416.5M
Accounts
30
Discretionary
$215.4M
Accounts
27
Non-Discretionary
$201.1M
Accounts
3

ContactClients

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HNW Individual Clients
22
AUM
$135.3M
Pooled Vehicle Clients
1
AUM
$2M
Investment Advisor Clients
4
AUM
$251.8M
Corporation or Business Clients
3
AUM
$27.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SPREADS

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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