Priad Investment Advisers, L.L.C.
RIASEC Registered
Total AUM
$4.3M
Discretionary
$0
0% of AUM
Avg account
$2.2M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128187
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Priad Investment Advisers, L.L.C. is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm operates on a fee-for-assets model (percentage of AUM) and reports an individual/family client base. It does not identify as an ESG-focused investor, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Jimmy Antia
ManagerCRD 4699791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
3rd Level Analytics
RIAAUM $4.3MTEAM 1REPS 1
Brentonian Capital Management LLC
RIAAUM $4.3MTEAM 1REPS 1
Pavilion Financial Planning
RIAAUM $4.3MTEAM 1REPS 1
Generation Wealth Management
RIAGreat Neck, NY
AUM $4.3MTEAM 3REPS 3
Compendium Wealth Advisors, LLC
RIAAustin, TX
AUM $4.3MTEAM 1REPS 1
Prodeo Asset Management, LLP
RIACharlotte, NC
AUM $4.3MTEAM 1REPS 7