PRIME SOURCE ENTERPRISES, INC

PRIME SOURCE ENTERPRISES, INC is an SEC-registered investment adviser (CRD 133981). Regulatory assets under management: $25.0M.

Registration

• CRD: 133981
• Type: Registered investment adviser
• Phone: 805-720-6230
• Latest filing: 2026-07-20
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133981 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search