Prime Source Enterprises, Inc
Firm details
- Headquarters
- ,
- CRD number
- 133981
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Prime Source Enterprises, Inc. is a California-based corporation that provides portfolio management services to individuals and small businesses. The firm is owned by an individual and is classified in its filings as a qualified custodian. Its client base is focused on individual and family clients and it charges fees as a percentage of assets under management. Advisory activity listed by the firm centers on discretionary portfolio management rather than institutional consulting or pension work. The firm is state‑registered in California.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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