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Phillip Carl Molner Ii

PRIMUS CAPITAL PARTNERS, INC.·ATLANTA, Georgia
Clean recordPRIMUS CAPITAL PARTNERS, INC.
3353 PEACHTREE ROAD N.E., ATLANTA, GA 30326CRD# 6027951Firm CRD# 156861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Carl Molner Ii · ATLANTA, GA
Registration
CRD #6027951 · PRIMUS CAPITAL PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Phillip Carl Molner Ii 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# 6027951
Firm CRD# 156861
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Carl Molner Ii offer?
Phillip Carl Molner Ii specializes in Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are Phillip Carl Molner Ii's credentials?
Phillip Carl Molner Ii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Carl Molner Ii located?
Phillip Carl Molner Ii 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 Phillip Carl Molner Ii charge for services?
Phillip Carl Molner Ii'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.

Loyal W Wilson
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Steven Rothman
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Dominic Edward Offredo
ATLANTA, GA
William Charles Mulligan
MAYFIELD HEIGHTS, OH

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Research
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