Pr Investor Services (New York)

Name: Pr Investor Services
Address: 30 Wall Street, New York, NY, 10005
Telephone: 212-785-7648

Pr Investor Services is a related adviser based in New York. It manages $17 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Pr Investor Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pr Investor Services: assets under management

The assets under management (AUM) of Pr Investor Services is $17 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pr Investor Services for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pr Investor Services

James Albert Abate has been acting as President since 1 Dec 2005. Marc Bothwell joined the executive team most recently as the Investment Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Albert Abate	President/investment director/cco	1 Dec 2005	50% - 75%	1496799
Marc Bothwell	Investment manager	1 Jan 2006	50% - 75%	2673805

Based in New York

The principal office where Pr Investor Services performs its advisory services is located at 30 Wall Street, New York, NY 10005, 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 212-785-7648 or by fax 212-785-7605. The normal business hours are 8:30 - 5:30 est on Monday - Friday. You can find more information about the New York firm at www.centreassetmanagement.com.