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Priority Financial Advisors, LLC

Priority Financial Advisors, LLC. CRD 143405

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CRD: 143405

Priority Financial Advisors, LLC

Frederick, MD
3016686499
www.financialadvisorfrederick.com
$7.0M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
0 Employees
12 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
CatalystMomentum prime
Established Date
04-05-2007
Office Locations
1

Office Locations

-- Frederick MD

About Priority Financial Advisors, LLC

Priority Financial Advisors, LLC is a Frederick, Maryland registered investment adviser serving clients nationwide. The firm provides investment advice, financial planning, and wealth management with a fiduciary, no-commission approach and a flat management fee. Portfolios are managed with an emphasis on unbiased guidance and disciplined portfolio adjustments through market cycles, and the firm notes using T. Rowe Price mutual funds in portfolio construction.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$587.3K AVG AUM / CLIENT
19.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Legacy

Custodian

Summit beacon Frontier vertex

Investment Themes

Pioneer pathway Harbor

Investment Vehicles

Momentum alpha

Services

Legacy prime Matrix bridge Quantum prime Value Prime frontier Capital

Technology

Element vector Delta

Owner & Executives

R

ROY PAUL BEYER

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#2513462
Ownership
75% or more
(760) 897-1800
delta.signal@signalcapital.com
in linkedin.com/in/eagle-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $5,208,387 --
Non-Discretionary $1,839,035 --
Total $7,047,422 --

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Separately Managed Accounts

Total SMA Asset: $7,047,422

$7.0M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $2,176,876,314 100.0%
Total $2,176,876,314 100.0%

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