A complete list of active advisors currently associated with Promethium
Warmer can help you find a great advisor at Promethium or one who fits your needs even better.
Promethium Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients) and institutional investors. The firm also offers services through independent managers and acts as the sponsor and manager of a wrap fee program that covers the majority of client accounts. Investment programs are tailored to client profiles and typically use diversified allocations across equities, fixed income, mutual funds, ETFs, alternatives, and options, employing both active and passive strategies as appropriate. Promethium generally manages client accounts on a discretionary basis, conducts regular monitoring and reviews, and serves as a single point of contact among custodians, outside managers, and institutional stakeholders. Noteworthy aspects include Promethium’s operation of its own wrap program—roughly $233 million of the firm’s reported $235 million in assets is managed under that program—and the presence of supervised persons who are licensed insurance agents and may offer commissionable insurance products, a relationship the firm discloses and says it manages through policies. The firm also reports a platform relationship with tru Independence for custody, reporting, and operational support and was formed in 2023, with all client accounts managed on a discretionary basis.
To learn more about the advisors currently working at Promethium, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 14
| |
Bethesda, MD
| 1
| |
Bethesda, MD
| 38
| |
Bethesda, MD
| 0
|
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