PRI INVESTMENTS, INC.
CRD #105301 SEC #801-27922 CHAPEL HILL, NC 919-968-2977
SEC Registered
Total AUM
$278.1M
Discretionary
$278.1M
Employees
4
Clients
0
Accounts
335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2014 | $343.6M | $343.6M | $0 | 4 | 119 |
| Mar 2014 | $343.6M | $343.6M | $0 | 4 | 119 |
| Mar 2013 | $278.1M | $278.1M | $0 | 4 | 103 |
| Mar 2012 | $257.4M | $257.4M | $0 | 1 | 26 |
| Apr 2011 | $235.5M | $218.2M | $17.3M | 5 | -- |
| Mar 2011 | $235.5M | $218.2M | $17.3M | 5 | -- |
| Mar 2010 | $166.9M | $166.9M | $0 | 5 | -- |
| Feb 2009 | $152.9M | $152.9M | $0 | 5 | -- |
| Mar 2007 | $144.8M | $144.8M | $0 | 5 | -- |
| Feb 2006 | $216.9M | $216.9M | $0 | 5 | -- |
| Mar 2004 | $169.3M | $169.3M | $0 | 5 | -- |
| Oct 2001 | $197.3M | $197.3M | $0 | 10 | -- |
DateNov 2014
Total AUM$343.6M
Discretionary$343.6M
Non-Disc.$0
Employees4
Clients119
DateMar 2014
Total AUM$343.6M
Discretionary$343.6M
Non-Disc.$0
Employees4
Clients119
DateMar 2013
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees4
Clients103
DateMar 2012
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$235.5M
Discretionary$218.2M
Non-Disc.$17.3M
Employees5
Clients--
DateMar 2011
Total AUM$235.5M
Discretionary$218.2M
Non-Disc.$17.3M
Employees5
Clients--
DateMar 2010
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees10
Clients--