Pria Strategies, LLC

Overview

Pria Strategies, LLC is a Georgia-registered limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is structured as a domestic entity/individual ownership model and lists fee options that include a percentage of assets under management, subscription fees, and fixed fees. Pria Strategies does not position itself as an ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or capital allocator. The firm lists an industry affiliation with an insurance company, which is consistent with its product set and distribution choices. Advisory activity centers on personal financial planning and discretionary or non-discretionary portfolio management for smaller account bases rather than institutional plan advisory.

Investments & Alternatives

Location & Offices