PROMINENCE CAPITAL
Firm details
- Headquarters
- EAGLE, Idaho
- CRD number
- 165595
- Website
- prominencecapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities19%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1JAMES LIOTTA
President & FounderCRD 4493058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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