P
CRD: 133981
Prime Source Enterprises, INC
Montecito, CA
8057206230
$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
29 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1997
- Office Locations
- 1
Office Locations
-- Montecito CA
About Prime Source Enterprises, INC
Prime Source Enterprises, INC is a Montecito-based RIA. The firm has been operating for 29 years. Managing $25.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$12.5M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Owner & Executives
M
MURRAY IAN KERDMAN
Investment Advisor Representative, President
- CRD
- #2813087
- Ownership
- 75% or more
(793) 204-1580
delta.beacon@summitcapital.com
in linkedin.com/in/oak-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,000,000
Equity - Exchange:
48.3% Cash:
51.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,162,726,160 | 48.3% |
| Cash | $4,455,754,502 | 51.7% |
| Total | $8,618,480,662 | 100.0% |