Prim Advisors Inc

Search
⚲

PRIM Advisors Inc ✚
CRD #	111686
SEC #	801-55225
CIK #
AUM
Employees
Phone	216-830-1111
Address	200 Public Square Cleveland, OH 44114
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	597	230.8
By Discretionary
Discretionary	191	59.9
Non-Discretionary	406	170.9
Total	597	230.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		230.8
Total	597	230.8

Firm Profile (Form ADV)
Discretionary AUM	$0.0B
Clients	600
Serves	Institutional, Retail, Research

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

PRIM Advisors Inc

Assets, Funds, Holdings