Prm Asset Management, L.L.P. (Fort Worth)


Prm Asset Management, L.L.P. is a large advisory firm based in Fort Worth. It manages $33.45 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

Prm Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Prm Asset Management: assets under management

The assets under management (AUM) of Prm Asset Management, L.L.P. is $33.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Prm Asset Management, L.L.P. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Worth

The principal office where Prm Asset Management, L.L.P. performs its advisory services is located at 1517 Eighth Avenue, Fort Worth, TX 76104, 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 817-921-2667 or by fax 817-921-2828. The normal business hours are 8:30a.m. - 5:00p.m. on Monday - Friday.