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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-18-2013
- Office Locations
- 1
Office Locations
About Prominence Capital
Prominence Capital is an independent, fiduciary RIA providing wealth management and ongoing financial planning for individuals and business owners, including corporate retirement plan design. The firm focuses on goals-based portfolio design and reviews with Riskalyze-based risk analysis, tax-efficient asset allocation, global diversification, and disciplined rebalancing, and uses zero proprietary investment products—supporting open-architecture manager partnerships.
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Owner & Executives
JAMES MICHAEL LIOTTA
Chief Compliance Officer, Managing Member
- CRD
- #4493058
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,134,958 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,134,958 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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