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Rick Prime

PRIME WEALTH MANAGEMENT, INC.·BERKELEY, California
Unclaimed Profile
2936 DOMINGO AVE, BERKELEY, CA 94705CRD# 4728007Firm CRD# 316446
01

About

Rick Prime is a registered financial advisor based in BERKELEY, California, affiliated with PRIME WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HFG ADVISORS, INC.
HFG ADVISORS, INC.
AUM
$250M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HFG ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4728007
Firm CRD# 316446
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rick Prime offer?
Rick Prime specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERKELEY, California for a consultation.
What are Rick Prime's credentials?
Rick Prime is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rick Prime located?
Rick Prime is based in BERKELEY, California, working with PRIME WEALTH MANAGEMENT, INC.. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Rick Prime charge for services?
Rick Prime's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIME WEALTH MANAGEMENT, INC.?
PRIME WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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