Priore Investments
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 operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique financial goals of its clients. While it does not actively engage in ESG investing, Priore Investments has established itself within the financial advisory space by offering a straightforward fee structure based on a percentage of assets under management.
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
- 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
, null
Location
, null
Headquartered in , null.
- Office locations
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