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PRMIM

MOUNT LAUREL, NJ · CRD 313210 · IAPD ↗ · prmortgageinvestment.com · 215-360-3800

$1.54BRegulatory AUM
8Advisory reps
9Employees
1Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — PRMIM added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — PRMIM grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — PRMIM crossed $1B in regulatory AUM ($955.0M -> $1.54B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
April 2025 — PRMIM reported RAUM up 35% ($707.6M -> $955.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — PRMIM crossed $500M in regulatory AUM ($403.9M -> $707.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.