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Steven Rothman

PRIMUS CAPITAL PARTNERS, INC.·MAYFIELD HEIGHTS, Ohio
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5900 LANDERBROOK DRIVE, MAYFIELD HEIGHTS, OH 44124-4085CRD# 6022734Firm CRD# 156861
01

About

Steven Rothman 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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6022734
Firm CRD# 156861
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Rothman offer?
Steven Rothman specializes in Retirement Planning. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.
What are Steven Rothman's credentials?
Steven Rothman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Rothman located?
Steven Rothman 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 Steven Rothman charge for services?
Steven Rothman'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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