PRIMERICA ADVISORS

1 Primerica Parkway
Duluth, Georgia 30099-0001
Tel: 833-786-0550

About PRIMERICA ADVISORS

PRIMERICA ADVISORS, formally registered with the SEC as PRIMERICA ADVISORS. The firm was established in 05/06/2011. They have over 1705 offices throughout the country.

PRIMERICA ADVISORS is a Duluth, Georgia based Financial Planning firm with nearly $8,461,983,895 assets under management, offering retirement planning & investment advisory services to 59808 clients. The firm is staffed with 3590 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	10111
SEC#	801-72263
Assets Managed by Firm	$8,461,983,895
No. of Clients	59808
No. of Advisors	3590

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	59808	$8,461,983,895
Individuals (other than high net worth individuals)	45835	$7,259,609,403
High net worth individuals	791	$1,137,759,939
Charitable organizations	31	$8,533,406
Corporations or other businesses	115	$56,081,147

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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