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Prialta Advisors, Inc. (San Jose)


Prialta Advisors, Inc. is a large advisory firm based in San Jose. It manages $49.45 million of regulatory assets for 291 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, New Hampshire, and Texas.

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Prialta Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Prialta Advisors: assets under management

The assets under management (AUM) of Prialta Advisors, Inc. is $49.45 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.74 million in discretionary accounts and $2.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $338.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Prialta Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Jose

The principal office where Prialta Advisors, Inc. performs its advisory services is located at 1737 N. First Street, San Jose, CA 95112 4505, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-436-9800 or by fax 408-436-9804. The normal business hours are 8:30 am to 6:30 pm on Monday - Friday. You can find more information about the New York firm at www.prialta.com.


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