PROMINENCE CAPITAL

RIASEC Registered
Total AUM
$57.1M
Discretionary
$57.1M
100% of AUM
Avg account
$453K
Accounts
126
Employees
1
Advisory reps
1

Firm details

Headquarters
EAGLE, Idaho
CRD number
165595
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.71%
  • Individuals1.23%
  • Pooled Investment Vehicles0.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Prominence Capital is an independent registered investment adviser organized as a limited liability company that serves both individual/family clients and institutional investors. The firm charges fees based on a percentage of assets under management and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional/business portfolio management, and pension consulting. Prominence Capital does not identify as an active ESG investor, and its ownership is listed as individual rather than an institutional or corporate owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 19%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

1 of 1
  • JAMES LIOTTA

    President & FounderCRD 4493058

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EAGLE, ID

ADA

Location

EAGLE, ID

Headquartered in EAGLE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
3405 W Bavaria St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth