Jamison Prince Asset Management, Incorporated is a large advisory firm based in New York. It manages $97.51 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.
Jamison Prince Asset Management, Incorporated 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.
The assets under management (AUM) of Jamison Prince Asset Management, Incorporated is $97.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jamison Prince Asset Management, Incorporated for their services and products based on a percentage of assets under management and fixed fees. 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.
Robin Herndon Prince has been acting as President since 1 Sep 1993. Beacon Financial Corporation joined the executive team most recently as the Shareholder.
The principal office where Jamison Prince Asset Management, Incorporated performs its advisory services is located at 307 Fifth Avenue, New York, NY 10016, 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 212-415-5830 or by fax 212-220-5319. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at mjamison@jpam.com.