PRIME FINANCE ADVISOR, L.P.

600 Montgomery Street
Suite 1700
San Francisco, California 94111
Tel: 415-986-2415

About PRIME FINANCE ADVISOR, L.P.

PRIME FINANCE ADVISOR, LP, formally registered with the SEC as PRIME FINANCE ADVISOR, LP. The firm was established in 03/30/2012. They have over 4 offices throughout the country.

PRIME FINANCE ADVISOR, L.P. is a San Francisco, California based Financial Planning firm with nearly $18,593,206,956 assets under management, offering retirement planning & investment advisory services to 69 clients. The firm is staffed with 151 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159971
SEC#	801-73438
Assets Managed by Firm	$18,593,206,956
No. of Clients	69
No. of Advisors	151

Fee Structure

A percentage of AUM
Performance Based
Other (MANAGEMENT FEES (NOT CALCULATED ON AUM))

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	69	$18,593,206,956

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