Prym Advisors LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 300090
- Website
- aretiadvisors.com
- Custodians
- STONEX GROUP
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.07%
- Individuals17.24%
- Banking / Thrift Institutions15.69%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Prym Advisors LLC is a privately held limited liability company operating as a non-independent retail registered investment adviser. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its advisory mandate includes portfolio management for businesses or institutions and the selection of other advisers, and the firm identifies itself as a capital allocator. Prym Advisors does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The firm maintains an industry affiliation with a broker-dealer.
Assets & Accounts
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 Funds78%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1Juan Quijano
CEO & COOCRD 6021934
Contacts
2 of 2
Tulena Hernandez
Founding PartnerCRD 7382916

Juan Hernandez Quijano
Wealth Management StrategistCRD 6711906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 888 E Las Olas Blvd
- Time zone
- ET (UTC-5)
- Office locations
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