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Christopher James Moshy

PRIMARY FUNDS, LLC·SAN RAFAEL, California
Unclaimed Profile
1005 A STREET, SAN RAFAEL, CA 94901CRD# 4558871Firm CRD# 121218
01

About

Christopher James Moshy is a registered financial advisor based in SAN RAFAEL, California, affiliated with PRIMARY FUNDS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
PRIMARY FUNDS, LLC
PRIMARY FUNDS, LLC
AUM
$20M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PRIMARY FUNDS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ANNUAL RETAINER FEE
Regulatory
SEC/IARD CRD# 4558871
Firm CRD# 121218
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher James Moshy offer?
Christopher James Moshy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Christopher James Moshy's credentials?
Christopher James Moshy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher James Moshy located?
Christopher James Moshy is based in SAN RAFAEL, California, working with PRIMARY FUNDS, LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Christopher James Moshy charge for services?
Christopher James Moshy's firm is compensated through percentage of aum, performance-based fees, other: annual retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMARY FUNDS, LLC?
PRIMARY FUNDS, LLC has approximately 1 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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