RIA Intel›Advisers›Maryland›PRIME INVESTMENT ADVISORY CORPORATION

PRIME INVESTMENT ADVISORY CORPORATION

Advisory

N·BETHESDA, MD

Data as of Jun 1, 2022 · Source: SEC Form ADV

Total AUM
$151M
1-Year AUM Growth
+13.5%
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$151M
Discretionary AUM$138M
Non-Discretionary AUM$12M
Discretionary %91.8%
Total Clients—
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record26
First FilingApr 2, 2001
Latest FilingJun 1, 2022
🔒 Full AUM trend chart and 26 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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