Prime Solotions Financial Services Corp. is a large advisory firm based in Horsham. It manages $100 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Pennsylvania.
Prime Solotions Financial Services Corp provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Prime Solotions Financial Services Corp. is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Prime Solotions Financial Services Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Joseph Walker has been acting as President since 1 Apr 2002. James Richard Smith joined the executive team most recently as the Executive Vice President & Director.
The principal office where Prime Solotions Financial Services Corp. performs its advisory services is located at 721 Dresher Road, Horsham, PA 19044, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-657-9400 or by fax 215-657-9416. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday.