PREDMORE ADVISORS LLC

Overview

Predmore Advisors LLC runs a compact, equity-focused advisory practice that emphasizes exchange-traded securities and fee-based financial planning for individuals and small businesses. The firm lists portfolio management, financial planning and educational workshops as core activities. It does not identify as an active ESG investor and is not flagged as a multi-state adviser. Investment preferences show a clear bias toward publicly traded equities and ETFs as the primary building blocks of client portfolios. At the same time, the firm reports using third-party alternative managers across private equity, venture capital, hedge funds and commodity strategies, and it also employs mutual funds as part of its toolkit. Given the firm’s small scale, those alternative exposures are most likely accessed through external pooled vehicles or fund-of-fund structures rather than direct, large-scale commitments. Predmore charges a combination of percentage-of-assets, hourly and fixed fees, allowing flexibility for different client needs and engagement types. The advisory scope skews toward individual and small-business relationships rather than institutional or pension consulting.

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Location & Offices