PRIORITY INVESTMENT SERVICES, LLC

Overview

Priority Investment Services, LLC operates as a small independent RIA focused on individual and family clients, delivering financial planning and portfolio management tailored to individuals and small businesses. The firm shows a clear tilt toward publicly traded equities: exchange-traded holdings make up the bulk of investable assets and drive portfolio construction and risk exposure. Advisory work is delivered under a mix of percentage-of-AUM and hourly fee arrangements, and the firm does not market itself as an ESG or multi-state specialist. The firm maintains an industry connection as a real estate broker, which complements its alternative allocations. Priority Investment Services is not organized as a capital allocator or a multi-adviser platform; instead, it appears to access third-party managers for non-core investments and to deploy listed markets exposure directly for core wealth management needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices