Prima Innotech
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$250,000
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$250,000
About
Prima Innotech is a small, independent registered investment adviser that provides discretionary portfolio management to individual clients and also offers consulting services. The firm supplements its advisory work with educational seminars and workshops, periodic newsletters and publications, and a subscription-based web platform for self-directed investors.
Investment decisions are driven by a proprietary OptionMaximizer analysis engine that uses back-tested strategies to adjust allocations with market conditions, increasing exposure to select equities in upswings and employing option strategies for downside protection in declines; the firm applies technical, cyclical, and charting methods as part of its analysis. Accounts are managed on a discretionary basis with regular monitoring and reviews, and the adviser requires clients to custody assets at Interactive Brokers.
Noteworthy for a solo independent adviser, the firm publishes hypothetical/model performance for its portfolios and offers subscription products that permit self-directed investors to track model positions and receive research, in addition to running seminars and periodic publications. At the time of the disclosure, the firm operated with roughly $250,000 in assets under management and a very limited client base, and it highlights governance and custodial safeguards (including formal business continuity procedures) alongside its model-driven investment process.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Consulting services
Expertise
Options & derivatives strategies
Fee options
$0+: 0.75% (Plus portfolio style) $0+: 1.00% (Premium portfolio style) $0+: 1.25% (Silver & Momentum portfolio style) $0+: 1.50% (Gold & TurboBlend portfolio style)
$250 per hour with a minimum charge of $250
$900 per year or $100 per month for OptionMaximizer platform; monthly subscriptions range from $49 to $99 per month
Account minimum: $100,000
Main office location
Prima Innotech
Basking Ridge NJ, United States
Number of offices
1
Most active in
Prima Innotech has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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