Investment adviser · CRD 107680
PRIME ADVISORS, INC.
Investment adviser filing (IA)
PRIME ADVISORS INC
REDMOND, WA, United States · Form ADV filed Jun 18, 2019
- Regulatory AUM
- $17.7B Form ADV · Item 5.F
- Client accounts
- 359 Accounts, not individual clients
- Employees
- 56 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | 74 | $12,049,549,279 | 68.2% |
| High-net-worth individuals | 9 | $5,493,429,309 | 31.1% |
| Other clients | 1 | $98,626,516 | 0.6% |
| Charities | 2 | $14,760,326 | 0.1% |
Filing source
Form ADV 1330146 · Jun 18, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jun 18, 2019. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
22635 NE MARKETPLACE DRIVE, SUITE 160REDMOND, WA, 98053, United States
CRD 107680
Filing source
Form ADV 1330146 · Jun 18, 2019 · 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.