Priore Investments
RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$750K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 174319
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.67%
- Individuals33.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Priore Investments is an independent registered investment adviser organized as a sole proprietorship and operated by an individual owner. The firm provides portfolio management services targeted at individuals and small business clients and bills clients on a percentage-of-assets basis. The firm does not identify itself as an active ESG investor, is not designated as a multi-state adviser, and is not described as a capital allocator or pension consultant.
Assets & Accounts
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
- Cash & Cash Equivalents80%
- Exchange Traded Equities20%
Contacts
1 of 1
Matthew Priore
FounderCRD 6432862
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
FLB Capital Management, LLC
RIARowlett, TX
AUM $1.5MTEAM 1REPS 1
Genesis Capital Management, LLC
RIAAUM $1.5MTEAM 1REPS 1
Fiducial Partners LLC
RIABrighton, MI
AUM $1.5MTEAM 1REPS 1
Pmadvisers
RIAAUM $1.5MTEAM 2REPS 1
Curtin Financial Services, Inc.
RIABurlington, MA
AUM $1.5MTEAM 1REPS 1
SHA Advisory
RIAAUM $1.5MTEAM 1REPS 1