Prometheus Investment Advisors LLC

RIAState Registered

Total AUM

$21.6M

Discretionary

$21.6M

100% of AUM

Avg account

$343K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 291229
Registered since: April 25, 2018
Website: www.prometheus-investments.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.84%
Individuals30.16%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Prometheus Investment Advisors LLC is an independent, owner-operated registered investment adviser that provides services primarily to individuals and families. The firm acts as a capital allocator and combines financial planning with discretionary portfolio management and the selection of outside managers when appropriate. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Prometheus does not identify itself as an active ESG investor and is not registered as a multi-state adviser.