RIA Intel›Advisers›California›PRIME SOURCE ENTERPRISES, INC

PRIME SOURCE ENTERPRISES, INC

Advisory

CA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Rank in CA
#4,115
of 5,480 advisers by AUM
Average account
$2M
across 12 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
1
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

AMERICA FIRST CAPITAL MANAGEMENT, LLC
ROSEVILLE, CA
$25M
0.0% 1Y
PEABODY MANAGEMENT COMPANY, LLC
SAN FRANCISCO, CA
$25M
PLATINUM GLOBAL ADVISORS, LLC
BEVERLY HILLS, CA
$25M
-16.7% 1Y
PRESIDIO GEARY MANAGEMENT, LLC
SAN FRANCISCO, CA
$25M
-83.7% 1Y
THORNTON CAPITAL ADVISORS, INC.
SAN DIEGO, CA
$25M
MACRO TREND, LLC
$25M

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