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Adam Goldman

PRIMARK ADVISORS, LLC·DENVER, Colorado
Unclaimed Profile
240 SAINT PAUL STREET, DENVER, CO 80206CRD# 4944423Firm CRD# 309653
01

About

Adam Goldman is a registered financial advisor based in DENVER, Colorado, affiliated with PRIMARK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
PRIMARK ADVISORS, LLC
PRIMARK ADVISORS, LLC
AUM
$161M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PRIMARK ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4944423
Firm CRD# 309653
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Goldman offer?
Adam Goldman specializes in Investment Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are Adam Goldman's credentials?
Adam Goldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Goldman located?
Adam Goldman is based in DENVER, Colorado, working with PRIMARK ADVISORS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Adam Goldman charge for services?
Adam Goldman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMARK ADVISORS, LLC?
PRIMARK ADVISORS, LLC has approximately 8 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in ColoradoNational Fee Analysis
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