P
CRD: 318217
Premier Investment Management, LLC
Humacao, PR
3852593568
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2022
- Office Locations
- 1
Office Locations
-- Humacao PR
About Premier Investment Management, LLC
Premier Investment Management, LLC is a Humacao-based RIA. The firm has been operating for 4 years. Managing $7.0M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Legacy Planning.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$87.5K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Services
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Owner & Executives
T
TRAVIS JOHN HUDAK
Investment Advisor, President
- CRD
- #3128251
- Ownership
- 75% or more
(696) 585-8518
focus.ridge@primecapital.com
in linkedin.com/in/unison-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,000,000
Equity - Exchange:
29.6% Cash:
70.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,469,679,078 | 29.6% |
| Cash | $5,873,831,320 | 70.4% |
| Total | $8,343,510,398 | 100.0% |