PRIME INVESTMENT ADVISORY CORPORATION
PRIME INVESTMENT ADVISORY CORPORATION of BETHESDA, MD is an SEC-registered investment adviser (CRD 111498). Regulatory assets under management: $150.6M.
Registration
- CRD: 111498
- SEC file number: 801-121375
- Type: Registered investment adviser
- Location: 7700 OLD GEORGETOWN ROAD, SUITE 630, BETHESDA, MD, 20814
- Phone: 301-951-5233
- Latest filing: 2022-06-01
- Regulatory AUM: $150.6M
- Discretionary AUM: $138.2M
- Non-discretionary AUM: $12.4M
- Clients: 3
- Accounts: 87
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| POLAN STEPHEN SHEPARD | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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