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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 1647 offices throughout the country.
PRIMERICA ADVISORS is a Duluth, Georgia based Financial Planning firm with nearly $7,088,085,794 assets under management, offering retirement planning & investment advisory services to 56552 clients. The firm is staffed with 3449 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 10111 |
| SEC# | 801-72263 |
| Assets Managed by Firm | $7,088,085,794 |
| No. of Clients | 56552 |
| No. of Advisors | 3449 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 56552 | $7,088,085,794 |
| Individuals (other than high net worth individuals) | 43725 | $6,248,496,831 |
| High net worth individuals | 530 | $776,125,605 |
| Charitable organizations | 36 | $9,011,054 |
| Corporations or other businesses | 205 | $54,452,304 |
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