P
CRD: 114468
Prescott Investor Services, Inc.
$60.2M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
1 Employees
79 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-26-1994
- Office Locations
- 1
Office Locations
747 Whipple Street Prescott AZ
About Prescott Investor Services, Inc.
Prescott Investor Services, Inc. is a Prescott-based RIA. The firm has been operating for 31 years. Managing $60.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$60.2M AVG AUM / ADVISOR
$762.5K AVG AUM / CLIENT
31.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Meridian
Investment Themes
Harbor delta Ember zenith
Investment Vehicles
Unison
Services
Prime ridge Bridge
Owner & Executives
M
MICHAEL ALAN BEATTY
Financial Advisor, Owner, President
- CRD
- #1462328
- Ownership
- 75% or more
(473) 716-9474
meridian.capital@optimacapital.com
in linkedin.com/in/atlas-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,076,931 | -- |
| Non-Discretionary | $10,157,052 | -- |
| Total | $60,233,983 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,233,983
Equity - Exchange:
21.8% Public Funds:
32.8% Cash:
19.5% U.S. Government/Agency:
25.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,142,355,543 | 21.8% |
| Public Funds | $1,718,773,477 | 32.8% |
| Cash | $1,021,831,793 | 19.5% |
| U.S. Government/Agency | $1,357,202,226 | 25.9% |
| Total | $5,240,163,039 | 100.0% |