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Home > Retirement Planners > florida > north palm beach > PRIMORIS WEALTH ADVISORS, LLC
PRIMORIS WEALTH ADVISORS, LLC
9250 Alternate A1a
Suite A
North Palm Beach, Florida 33403
Tel: 561-296-0796
About PRIMORIS WEALTH ADVISORS, LLC
PRIMORIS WEALTH ADVISORS, LLC, formally registered with the SEC as PRIMORIS WEALTH ADVISORS, LLC. The firm was established in 11/06/2020. They have over 1 offices throughout the country.
PRIMORIS WEALTH ADVISORS, LLC is a North Palm Beach, Florida based Financial Planning firm with nearly $175,739,114 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125567 |
| SEC# | 801-119740 |
| Assets Managed by Firm | $175,739,114 |
| No. of Clients | 462 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 462 | $175,739,114 |
| Individuals (other than high net worth individuals) | 302 | $26,665,322 |
| High net worth individuals | 81 | $141,794,176 |
| Pension and profit sharing plans | 3 | $7,279,616 |
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