P
CRD: 285916
Priority Investment Services, LLC
Freeman, SD, 57029
6059254141
$19.6M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-2017
- Office Locations
- 1
Office Locations
119 W. North County Rd. Suite #1 Freeman SD
About Priority Investment Services, LLC
Priority Investment Services, LLC is a Freeman-based RIA. The firm has been operating for 9 years. Managing $19.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$19.6M AVG AUM / ADVISOR
$436.5K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Wave eagle Pioneer pioneer
Investment Vehicles
Capital
Services
Fusion Vector meridian Zenith Harbor north
Owner & Executives
C
CHRISTA FAY HELMA
Owner
- CRD
- #5316625
- Ownership
- 75% or more
(831) 949-3730
oak.vital@optimacapital.com
in linkedin.com/in/capital-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,006,308 | -- |
| Non-Discretionary | $13,637,072 | -- |
| Total | $19,643,380 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,643,380
Equity - Exchange:
12.2% Corporate - Investment Grade:
27.9% U.S. Government/Agency:
21.9% Cash:
23.8% Corporate - Non-Investment Grade:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $126,746,936 | 12.2% |
| Corporate - Investment Grade | $289,855,698 | 27.9% |
| U.S. Government/Agency | $227,521,139 | 21.9% |
| Cash | $247,260,416 | 23.8% |
| Corporate - Non-Investment Grade | $147,525,123 | 14.2% |
| Total | $1,038,909,312 | 100.0% |