Prime Financial Strategies, Inc.
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 113703
- Fee structure
- Hourly Charges, Fixed Fees, Commissions
- Services
- Financial Planning
Firm profile
FINTRXOverview
Prime Financial Strategies, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and combines financial planning with insurance brokerage activities. Its compensation is a mix of hourly charges, fixed fees and commission-based arrangements, reflecting a hybrid fee model rather than a single wrap or AUM-only structure. The firm does not identify as an active ESG investor, and it is not flagged as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Neil Marks
Registered RepresentativeCRD 5862498
Jeffrey Marks
PresidentCRD 853194
Jean Marks
Vice PresidentCRD 4266704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 6745 Rangewood Dr
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Peak Investment Advisors, Inc.
RIAColorado Springs, CO
Skihawk Capital Partners, LLC
RIAColorado Springs, CO
Corundum Group, Inc.
RIAColorado Springs, CO
Bruni J V & Co
RIAColorado Springs, CO
Bullock Capital Alliance, Inc.
RIAColorado Springs, CO
Nvest Advisors, LLC
RIAColorado Springs, CO