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Building 2PRIME INVESTMENT ADVISORS

Map pinBETHESDA, MD
Phone301-951-5233
NotebookSEC #801-56269
Total AUM
$62.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7610 OLD GEORGETOWN ROAD
PLAZA LEVEL
BETHESDA
MD 20814
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
301-951-5233

ReceiptFinancials

Total AUM
$62.9M
Accounts
256
Discretionary
$50.1M
Accounts
225
Non-Discretionary
$12.8M
Accounts
31

ContactClients

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None reported

Briefcase businessServices

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

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