Prometheus Investment Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 291229
- Registered since
- April 25, 2018
- 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
FINTRXOverview
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.
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
- Non-Exchange Traded Equities56%
- Public Funds/Mutual Funds17%
- Exchange Traded Equities13%
- Cash & Cash Equivalents13%
Contacts
1 of 1
Charles Doran
Financial AdvisorCRD 5165351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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