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PRIME FINANCIAL STRATEGIES, INC.
CRD 113703
6745 RANGEWOOD DR., SUITE 200, COLORADO SPRINGS, CO, 80918, United States
Phone
719-260-1747
Fax
719-260-6436
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningTRUST PLANNING CONSULTATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | — |
| High net worth individuals | 80 | — |
| Pension/profit sharing plans | 5 | — |
All web addresses on file
Official SEC filing: View on IAPD