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Dominic Edward Offredo

PRIMUS CAPITAL PARTNERS, INC.·ATLANTA, Georgia
Clean recordPRIMUS CAPITAL PARTNERS, INC.
3353 PEACHTREE ROAD N.E., ATLANTA, GA 30326CRD# 6607838Firm CRD# 156861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dominic Edward Offredo · ATLANTA, GA
Registration
CRD #6607838 · PRIMUS CAPITAL PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dominic Edward Offredo is a registered financial advisor based in ATLANTA, Georgia, affiliated with PRIMUS CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PRIMUS CAPITAL PARTNERS, INC.
PRIMUS CAPITAL PARTNERS, INC.
AUM
$1.8B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at PRIMUS CAPITAL PARTNERS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6607838
Firm CRD# 156861
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dominic Edward Offredo offer?
Dominic Edward Offredo specializes in Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are Dominic Edward Offredo's credentials?
Dominic Edward Offredo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dominic Edward Offredo located?
Dominic Edward Offredo is based in ATLANTA, Georgia, working with PRIMUS CAPITAL PARTNERS, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Dominic Edward Offredo charge for services?
Dominic Edward Offredo's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMUS CAPITAL PARTNERS, INC.?
PRIMUS CAPITAL PARTNERS, INC. has approximately 20 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIMUS CAPITAL PARTNERS, INC.

Phillip Carl Molner Ii
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Loyal W Wilson
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Steven Rothman
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William Charles Mulligan
MAYFIELD HEIGHTS, OH

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Research
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