PRIMA CAPITAL ADVISORS LLC

PRIMA CAPITAL ADVISORS
SCARSDALE, New York·9 registered advisors·CRD# 124719
SEC# 801-616880212 419 3000
01

Firm Overview

AUM
$9.5B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: MORTGAGE LOAN ORIGINATION FEES
03

Specialties

Retirement PlanningWealth Management
04

Advisors at PRIMA CAPITAL ADVISORS LLC

9 registered advisors
Agha Shujaat Khan
SCARSDALE, New York
Andrew Jesse White
SCARSDALE, New York
Dorothy Heyl
SCARSDALE, New York
Gregory Alan White
SCARSDALE, New York
Jessica Lauren White
SCARSDALE, New York
Julia Tcherkassova
SCARSDALE, New York
Mary Catherine Manin
SCARSDALE, New York
Nilesh Patel
SCARSDALE, New York
Steven Kenneth Copulsky
SCARSDALE, New York
05

Office Locations

SCARSDALE, New York
9 advisors

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Data sourced from SEC Form ADV filings. PRIMA CAPITAL ADVISORS LLC (CRD# 124719) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.