Bank / Wealth / TrustRIA · CRD 110085SEC-Registered

Updated:

PRIMESolutions Advisors

PRIMESolutions Advisors is an SEC-registered investment adviser in Pittsburgh, PA, since 2001. The firm manages approximately $440 million in assets.

PRIMESolutions Advisors logo

PRIMESolutions Advisors

PRIMESolutions Advisors is an SEC-registered investment adviser in Pittsburgh, PA, since 2001. The firm manages approximately $440 million in assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2001

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Pittsburgh

Corporate office

850 Ridge Avenue, Pittsburgh, PA 15212, United States

Principals

Jamie Linkowski

Corporate Fiduciary

Frequently asked questions

Who is responsible for client advice at PRIMESolutions Advisors?

Jamie Linkowski is the sole corporate fiduciary identified by the firm. He brings over 30 years of experience across financial planning, investments, tax, and insurance, and personally consults for employer clients from the firm's Pittsburgh office. Four support team members are named on the website but no other advisory professionals are listed.

Does PRIMESolutions manage discretionary investment portfolios?

No. The firm describes itself as a fiduciary advisory practice, not a discretionary asset manager. Linkowski consults on the design and optimization of corporate benefits and retirement plans, using data and a partner network to implement solutions, rather than managing separate accounts or funds.

What is the firm's model for engaging with employers?

Linkowski employs what he terms an 'Up and Out / Down and In' approach: he works with leadership on strategic plan architecture while simultaneously helping employees navigate their personal financial situations within those plans. The firm constructs a 'single version of the truth' data view for each employer to drive decision-making.

How does PRIMESolutions differ from a traditional benefits broker?

The firm operates under a fiduciary standard, which it cites as a differentiator from non-fiduciary brokers or commissioned advisors. Linkowski also builds a bespoke ecosystem of data analysts, software engineers, and financial institutions for each engagement rather than reselling standardized third-party platforms.

Does the firm publish its assets under advisement or client count?

Neither assets under advisement nor a client count are publicly disclosed. The firm's website contains no performance track record, case studies, or Form ADV references. The advisory business remains privately held with no publicly reported scale metrics.

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