1 Primerica Parkway
Duluth, Georgia 30099-0001
Tel: 833-786-0550
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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