PRIO Wealth Limited Partnership
Legal Name: PRIO WEALTH LIMITED PARTNERSHIP
Full Contact Details
Other Info
PRIO Wealth Limited Partnership is legally known as PRIO WEALTH LIMITED PARTNERSHIP. It is a MA Limited Partnership. This firm has 23 employees, of which 11 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 18, 1988.
Home | Prio Wealth Management
What’s Your Priority? Prio Wealth provides wealth management and investment advisory solutions for individuals, families, endowments, and not-for-profit organizations. Our mission is to guide our clients in prioritizing not only what they are invested in, but also what they are investing for, so t…
Direct Owners
-
JEFFREY J ST. MARY
LIMITED PARTNER & MANAGING DIRECTOR owns more than 10% but less than 25%
-
JOHN GERARD BRATSCHI
LIMITED PARTNER, & MANAGING DIRECTOR owns more than 10% but less than 25%
-
KELLY ANNE MORGAN
LIMITED PARTNER & MANAGING DIRECTOR owns more than 10% but less than 25%
-
MELISSA ANN MATTISON
MANAGING DIRECTOR, CCO & COO owns less than 5%
-
SEAWARD MANAGEMENT BUSINESS TRUST
GENERAL PARTNER owns more than 5% but less than 10%
-
STEPHEN REINHOLD PETERSEN
LIMITED PARTNER & MANAGING DIRECTOR owns less than 5%
-
THOMAS FREDERIC WOODHOUSE
LIMITED PARTNER & MANAGING DIRECTOR owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
- Apple Inc $121,388k
- ABBOTT LABS $70,393k
- Alphabet Inc $64,662k
- BROADCOM INC $60,158k
- Bank of America Corp. $48,831k
- Amazon.com Inc $48,297k
- BOSTON SCIENTIFIC $44,147k
- DISNEY WALT CO $41,846k
- Exxon Mobil Corp $41,820k
- Booking Holdings, Inc. $38,808k