PRIM ADVISORS INC

PRIM ADVISORS, INCORPORATED
INDEPENDENCE, Ohio·2 registered advisors·CRD# 111686
SEC# 801-55225216-830-1111
01

Firm Overview

AUM
$46M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER MANAGEMENT BY SUBADVISORS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRIM ADVISORS INC

2 registered advisors
Carolyn Chambers Kaufman
INDEPENDENCE, Ohio
Joseph Anthony Lombardo
INDEPENDENCE, Ohio
05

Office Locations

INDEPENDENCE, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. PRIM ADVISORS INC (CRD# 111686) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.