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PRIO WEALTH LP
BOSTON, MA
617-224-1900
SEC #801-31805Total AUM
$3.7B
Employees
28Clients
692Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
FRANKLIN STREET
265
BOSTON
MA 02110
United States
265
BOSTON
MA 02110
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-224-1900
Financials
Total AUM
$3.7B
Accounts
1,765Discretionary
$3.7B
Accounts
1,765Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
175AUM
$82.4M
HNW Individual Clients
464AUM
$3.1B
Pension/Profit Sharing Plan Clients
8AUM
$41.8M
Charitable Organization Clients
33AUM
$386M
Government Entity Clients
1AUM
$26.5M
Corporation or Business Clients
11AUM
$100.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.