Investment adviser · CRD 111686

PRIM ADVISORS, INCORPORATED

Investment adviser filing (IA)

PRIM ADVISORS INC

INDEPENDENCE, OH, United States · Form ADV filed Aug 24, 2012

Regulatory AUM
$46.2M
Form ADV · Item 5.F
Client accounts
261
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 24, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6500 ROCKSIDE ROAD, SUITE 370
INDEPENDENCE, OH, 44131, United States

CRD 111686

Filing source

Form ADV 665746 · Aug 24, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.