Be advised. This firm is no longer registered.

Pri Investments, Inc.

Pri Investments, Inc. (CRD# 105301) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $343,635,333 in 364 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    344
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $944,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MA, MI, NC, NY, OH, TX

Financial Advisors at Pri Investments, Inc.
No Advisor Found.
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