PRIMARY FUNDS, LLC

SAN RAFAEL, California·1 registered advisor·CRD# 121218

SEC# 801-69279415-464-1830

Firm Overview

AUM

$20M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Performance-based fees

Other: ANNUAL RETAINER FEE

Specialties

Investment Management Retirement Planning Wealth Management

Advisors at PRIMARY FUNDS, LLC

1 registered advisor

Christopher James Moshy

SAN RAFAEL, California

CRD# 4558871

Office Locations

SAN RAFAEL, California

1 advisor

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Data sourced from SEC Form ADV filings. PRIMARY FUNDS, LLC (CRD# 121218) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.