PRIME CAPITAL FINANCIAL

6201 College Blvd.
Suite #150
Overland Park, Kansas 66211
Tel: (800) 493-6226

About PRIME CAPITAL FINANCIAL

PRIME CAPITAL FINANCIAL, formally registered with the SEC as PRIME CAPITAL FINANCIAL. The firm was established in 06/23/2017. They have over 71 offices throughout the country.

PRIME CAPITAL FINANCIAL is a Overland Park, Kansas based Financial Planning firm with nearly $24,362,866,552 assets under management, offering retirement planning & investment advisory services to 30635 clients. The firm is staffed with 353 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288712
SEC#	801-110709
Assets Managed by Firm	$24,362,866,552
No. of Clients	30635
No. of Advisors	353

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	30635	$24,362,866,552
Individuals (other than high net worth individuals)	16240	$6,090,732,352
High net worth individuals	1249	$4,020,008,600
Pension and profit sharing plans	947	$12,573,986,192
Charitable organizations	13	$3,224,253
Corporations or other businesses	146	$63,976,086

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56

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