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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-06-2002
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between July 5, 2011 and March 9, 2012, reported AUM increased 1.7%, from $23.8M to $24.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 29 clients, or 9.7 clients per representative. That equates to $489.4K in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAMES RICHARD SMITH
Branch Manager, Chief Compliance Officer, DIRECTOR, President
- CRD
- #2912761
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARGARET W Callaghan
--
- CRD
- #5207761
ROBERT JOHN VILE
Managing Director
- CRD
- #1300895
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Prime Solutions Financial Services Corp. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.