Prio Wealth LP
Prio Wealth LP (CRD# 105058) is a financial advisory firm headquartered in Boston, MA. They manage $3,737,800,709 in 1,765 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management3,738MILLION
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Total Number of Accounts1,765ACCOUNTS
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Average Account Value$2,117,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Alanna Spada (CRD# 7177016) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has 1 year of experience in the finance industry.
David Swallow (CRD# 4367968) is an Investment Advisor Representative working at Prio Wealth LP in Boston, MA and has over 22 years of experience in the finance industry.