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Loyal W Wilson

PRIMUS CAPITAL PARTNERS, INC.·MAYFIELD HEIGHTS, Ohio
Unclaimed Profile
5900 LANDERBROOK DRIVE, MAYFIELD HEIGHTS, OH 44124-4085CRD# 6022712Firm CRD# 156861
01

About

Loyal W Wilson is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, 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
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
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6022712
Firm CRD# 156861
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Loyal W Wilson offer?
Loyal W Wilson specializes in Retirement Planning. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.
What are Loyal W Wilson's credentials?
Loyal W Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loyal W Wilson located?
Loyal W Wilson is based in MAYFIELD HEIGHTS, Ohio, working with PRIMUS CAPITAL PARTNERS, INC.. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.
How does Loyal W Wilson charge for services?
Loyal W Wilson'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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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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