P
CRD: 120499
Prime Solutions Financial Services Corp.
$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
3 Employees
29 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-06-2002
- Office Locations
- 2
Office Locations
721 Dresher Road Horsham PA
-- Newtown Square PA
About Prime Solutions Financial Services Corp.
Prime Solutions Financial Services Corp. is a Newtown Square-based RIA with 2 offices. The firm has been operating for 23 years. Managing $14.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
64 AVG AGE
$4.7M AVG AUM / ADVISOR
$489.4K AVG AUM / CLIENT
15.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Catalyst meridian Meridian wave Ember Matrix
Investment Themes
Focus Radial harbor
Investment Vehicles
Focus
Services
Alpha ember Timber Fusion Atlas alpha Capital Beacon beacon Harbor unison Horizon vital
Owner & Executives
J
JAMES RICHARD SMITH
Branch Manager, Chief Compliance Officer, DIRECTOR, President
- CRD
- #2912761
- Ownership
- 75% or more
(364) 343-5186
oak.north@zenithcapital.com
in linkedin.com/in/timber-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
M
MARGARET W Callaghan
--
- CRD
- #5207761
(951) 339-3031
beacon.ridge@wavecapital.com
in linkedin.com/in/horizon-atlas
R
ROBERT JOHN VILE
Managing Director
- CRD
- #1300895
(368) 688-8546
vertex.glacier@atlascapital.com
in linkedin.com/in/horizon-alpha
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,193,714 | $514,799 |
| Non-Discretionary | $0 | -- |
| Total | $14,193,714 | $514,799 |
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Separately Managed Accounts
Total SMA Asset: $14,193,714
Equity - Exchange:
50.4% Cash:
49.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,694,539,429 | 50.4% |
| Cash | $2,651,768,961 | 49.6% |
| Total | $5,346,308,390 | 100.0% |