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Pri Investments, Inc. (Chapel Hill)


Pri Investments, Inc. is a large advisory firm based in Chapel Hill. It manages $343.64 million of regulatory assets for 364 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois, Massachusetts, Michigan, and 4 other states.

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Pri Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pri Investments: assets under management

The assets under management (AUM) of Pri Investments, Inc. is $343.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $343.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $944.05 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pri Investments, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chapel Hill

The principal office where Pri Investments, Inc. performs its advisory services is located at 308 W. Rosemary St. Suite 301, Chapel Hill, NC 27516, 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 919-968-2977 or by fax 919-929-5760. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.pri-investments.com.


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