Prime Source Enterprises, Inc
RIASEC Registered
Total AUM
$25M
Discretionary
$25M
100% of AUM
Avg account
$25M
Accounts
1
Employees
1
Advisory reps
1
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. operates as a corporation focused on providing portfolio management services primarily for individual and family clients. The firm is classified as a qualified custodian and follows a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing or serve as a multi-state adviser, it has established itself as a reliable option for those seeking personalized investment 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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Murray Kerdman
PresidentCRD 2813087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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