P
CRD: 332692
Priority Investment Management LLC
$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2024
- Office Locations
- 1
Office Locations
-- Akron OH
About Priority Investment Management LLC
Priority Investment Management LLC is an independent investment manager in Akron, Ohio providing asset management, wealth planning, and retirement planning for individuals and entrepreneurs. Portfolios are ETF-centric with complementary investment-grade corporate and U.S. government bonds, and the firm custodies assets at Charles Schwab.
Team overview
40 AVG AGE
$7.3M AVG AUM / ADVISOR
$157.9K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PETER LAAKSO
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5183857
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,261,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,261,680 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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