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Building 2PRIM ADVISORS, INCORPORATED

Map pinINDEPENDENCE, OH
Phone216-830-1111
NotebookSEC #801-55225
Total AUM
$46.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6500 ROCKSIDE ROAD
SUITE 370
INDEPENDENCE
OH 44131
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
216-830-1111

ReceiptFinancials

Total AUM
$46.2M
Accounts
261
Discretionary
$45.8M
Accounts
260
Non-Discretionary
$467.4K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PERFORMANCE-BASED AUDITS, PORTFOLIO MONITORING AND OTHER INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER MANAGEMENT BY SUBADVISORS

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
State Registrations
CANYOHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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