Prym Advisors LLC

RIASEC Registered
Total AUM
$76.4M
Discretionary
$730K
1% of AUM
Avg account
$889K
Accounts
86
Employees
1
Advisory reps
3

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
300090
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 12%, Cash & Cash Equivalents 5%, US Government Bonds 3%, Non-Investment Grade Corp Bonds 2%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents5%
  • US Government Bonds3%
  • Non-Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Juan Quijano

    CEO & COOCRD 6021934

Contacts

2 of 2
  • Tulena Hernandez

    Tulena Hernandez

    Founding PartnerCRD 7382916

  • Juan Hernandez Quijano

    Juan Hernandez Quijano

    Wealth Management StrategistCRD 6711906

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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