Primesolutions Advisors, LLC (Pittsburgh)

Name: Primesolutions Advisors, LLC
Address: 850 Ridge Avenue, Pittsburgh, PA, 15212
Telephone: 412-904-1593

Primesolutions Advisors, LLC is a large advisory firm based in Pittsburgh. It manages $131.81 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Primesolutions Advisors provides portfolio management for individuals and small businesses, pension consulting services, educational seminars and workshops, and fiduciary review. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Primesolutions Advisors: assets under management

The assets under management (AUM) of Primesolutions Advisors, LLC is $131.81 million. The firm's AUM has grown by 146% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $127.1 million in discretionary accounts and $4.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.55 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.7 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Primesolutions Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Primesolutions Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jamie Patrick Linkowski	Member	1 Jan 2001	75% - 100%	1854052
Becky Lynn Williams	Corp secretary and treasurer	1 Jan 2001	Other	4650009
Robert Jason Linkowski	Member	1 Jan 2001	50% - 75%	1935922
Monica M Garver	Managing director	1 Jan 2001	Other	2913221
Sam Cicero Dalesandro	Vice-president and chief compliance officer	1 Dec 2004	Other	2924782

Based in Pittsburgh

The principal office where Primesolutions Advisors, LLC performs its advisory services is located at 850 Ridge Avenue, Pittsburgh, PA 15212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-904-1593. The normal business hours are 8:00 - 4:30 p.m. (est) on Monday - Friday. You can find more information about the New York firm at primesolutionsadvisors.com.