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Building 2PRIMORIS WEALTH ADVISORS, LLC

Map pinNORTH PALM BEACH, FL
Phone561-296-0796
NotebookSEC #801-119740
Total AUM
$230M
Employees
7
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9250 ALTERNATE A1A
SUITE A
NORTH PALM BEACH
FL 33403
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-296-0796

ReceiptFinancials

Total AUM
$230M
Accounts
552
Discretionary
$230M
Accounts
552
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
339
AUM
$49.9M
HNW Individual Clients
85
AUM
$172.5M
Pension/Profit Sharing Plan Clients
5
AUM
$7.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLHIMANYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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