Prime Solutions Financial Services Corp.

Overview

Prime Solutions Financial Services Corp. is a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm charges a percentage of assets under management and operates primarily as a discretionary manager: every dollar of reported AUM is managed on a discretionary basis. Investment activity shows a clear equity tilt, with the firm allocating the bulk of client capital to exchange-traded instruments. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Given its client base and scale, the firm appears to favor liquid, tradable exposures that support tax-aware trading and portfolio rebalancing. Advisory services are centered on direct portfolio management rather than pension consulting, institutional allocations, or acting as a capital allocator. Alternatives are used, but they are treated as complements to a core equity allocation rather than as a primary focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices