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Carolyn Chambers Kaufman

PRIM ADVISORS INC·INDEPENDENCE, Ohio
Unclaimed Profile
6500 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 852490Firm CRD# 111686
01

About

Carolyn Chambers Kaufman is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with PRIM ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRIM ADVISORS INC
PRIM ADVISORS, INCORPORATED
AUM
$46M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PRIM ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER MANAGEMENT BY SUBADVISORS
Regulatory
SEC/IARD CRD# 852490
Firm CRD# 111686
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolyn Chambers Kaufman offer?
Carolyn Chambers Kaufman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Carolyn Chambers Kaufman's credentials?
Carolyn Chambers Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Chambers Kaufman located?
Carolyn Chambers Kaufman is based in INDEPENDENCE, Ohio, working with PRIM ADVISORS INC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Carolyn Chambers Kaufman charge for services?
Carolyn Chambers Kaufman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under management by subadvisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIM ADVISORS INC?
PRIM ADVISORS INC has approximately 1 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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