Prometheus Capital Management Corp
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Overview
Prometheus Capital Management Corp operates as a financial advisory company that has its headquarters in Morrisville, Pennsylvania. Prometheus Capital Management Corp handles $163.7 million in assets under management over 643 accounts, making it a mid-tier firm in the nation by assets under management (AUM). Prometheus Capital Management Corp has a small team, including 3 financial advisors. Prometheus Capital Management Corp is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, equities and bonds.
Prometheus Capital Management Corp manages none of the company's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments for the client's account without requiring the client's permission. It also oversees 643 non-discretionary accounts totaling $163.7 million in AUM. Prometheus Capital Management Corp supervises an average of $254,574 for every account. The typical financial advisor at Prometheus Capital Management Corp administers about 214 client accounts.
Prometheus Capital Management Corp's headquarters is located at 30 S. Main Street, Morrisville, Pennsylvania 19067. It is allowed to provide services to clients throughout 6 states, including Florida, Massachusetts, New Jersey, New York, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Prometheus Capital Management Corp by the Numbers
$163.7 million
5
643
$254.6 thousand
Products and Services
Prometheus Capital Management Corp offers a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. In the past financial year, it provided financial planning services to 1-10 of its customers. The firm is engaged in selling products or offering services aside from investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually are based on which services are provided. Fee types billed by the firm likely consist of some blend of the following fee types: asset-based, hourly, fixed or commission-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Prometheus Capital Management Corp.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 1% of firms
Commissions
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors and high net worth investors. Out of its 643 clients, Prometheus Capital Management Corp's largest client group by number of accounts is high net worth investors, although it also serves 118 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 68.21%
- Other Individuals - 31.79%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Prometheus Capital Management Corp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Prometheus Capital Management Corp
Morrisville, PA
Morrisville, PA
Morrisville, PA
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