George
Maniatis

Prime Capital Investment Advisors, LLC

CRD#4109128
Investment Advisor
in Denver, CO

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About this Advisor

George Maniatis is a financial advisor who works out of Denver, Colorado with a total of 5 years of relevant experience. Maniatis works at Prime Capital Investment Advisors, LLC. The advisor has gained experience at Private Client Services, Prime Capital Investment Advisors, LLC, Charles Schwab Bank and Charles Schwab & Co., Inc. Maniatis maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Colorado and Texas. Prime Capital Investment Advisors, LLC is a financial advisory firm that has its headquarters in Leawood, KS. The company has offices in 61 locations and a total of 305 employees. It manages $17 billion in total assets across its 21,894 accounts, placing it among the largest firms in the country by assets under management. The firm serves eight charitable organizations. Of its 21,894 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Prime Capital Investment Advisors, LLC most likely consist of some blend of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

7800 E Union Ave #940
Denver, CO 80237

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$16,687,174,483

CO Average: $2,243,162,756
Total Number of Employees

305

CO Average: 44
Total Number of Accounts

21,894

CO Average: 4,091
Average Account Size

$762,180

CO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

George Maniatis Work History

George has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Private Client Services

2018 - Present (6 years)

Prime Capital Investment Advisors, LLC

2008 - 2018 (10 years)

Charles Schwab Bank

2004 - 2018 (14 years)

Charles Schwab & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Maniatis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prime Capital Investment Advisors, LLC

Scott Johnson
Round O, SC
Donald Paul
Leawood, KS
Neill Yelverton
Leawood, KS
Jon Gwatney
Hammond, LA
Jeremiah Pangan
Leawood, KS
Michael Smoots
Leawood, KS
Matt Waters
Leawood, KS
Brandon Mccormick
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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