6201 College Blvd.
Suite #150
Overland Park, Kansas 66211
Tel: (800) 493-6226
PRIME CAPITAL INVESTMENT ADVISORS, LLC, formally registered with the SEC as PRIME CAPITAL INVESTMENT ADVISORS, LLC. The firm was established in 06/23/2017. They have over 71 offices throughout the country.
PRIME CAPITAL INVESTMENT ADVISORS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $16,687,174,483 assets under management, offering retirement planning & investment advisory services to 21894 clients. The firm is staffed with 329 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 288712 |
SEC# | 801-110709 |
Assets Managed by Firm | $16,687,174,483 |
No. of Clients | 21894 |
No. of Advisors | 329 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 21894 | $16,687,174,483 |
Individuals (other than high net worth individuals) | 9145 | $3,199,798,571 |
High net worth individuals | 578 | $1,889,826,602 |
Pension and profit sharing plans | 826 | $9,989,362,144 |
Charitable organizations | 8 | $2,835,549 |
Corporations or other businesses | 111 | $38,503,051 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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