Priority Investment Management LLC

Overview

Priority Investment Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm manages client wealth on a percentage-of-assets basis and concentrates on discretionary portfolio management rather than institutional consulting or pension work. Filings indicate it does not position itself as an ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. Business activity centers on individualized portfolio management rather than running proprietary investment products or operating as a family office. Custody and operational arrangements are handled through an external custodian relationship rather than in-house custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices