Premieretrade Securities, Inc. is an adviser based in Altamonte Springs. It manages $840.58 thousand of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2005.
Premieretrade Securities provides portfolio management for individuals and small businesses. 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 Premieretrade Securities, Inc. is $840.58 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% 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 Premieretrade Securities, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.
Jack William Dicks has been acting as President since 1 May 2004. Michael Dean Thomas joined the executive team most recently as the Senior Vice President.
The principal office where Premieretrade Securities, Inc. performs its advisory services is located at 220 E. Central Parkway, Altamonte Springs, FL 32701, 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 (407) 215-7734 or by fax (407) 215-7731. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.premieretradesecurities.com.