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).

Current Firm Details
308 W. Rosemary St. Suite 301, Chapel Hill, NC 27516
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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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