$250.0K Total AUM
$250.0K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2016
- Office Locations
- 1
Office Locations
-- Basking Ridge NJ
About Prima Innotech
PRIMA INNOTECH offers OptionMaximizer Club model portfolios for retail investors, combining liquid benchmark ETFs with momentum-based shifts between equity and bond ETFs and an options overlay to seek income and reduce drawdowns. Portfolios are delivered as transparent, nimble allocations via a subscription newsletter for self-directed implementation at a U.S. brokerage (e.g., Schwab or Interactive Brokers).
Team overview
-- AVG AGE
$250.0K AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Ajit Pramod Paranjpe
Managing Member
- CRD
- #6638568
- Ownership
- 75% or more
Available
Available
Available
P
Poornima Ajit Paranjpe
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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