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PRIMARY WEALTH MANAGEMENT, LLC
PRIMARY WEALTH MANAGEMENT, LLC
GARNETT INVESTMENT STRATEGIES
BEATRICE, Nebraska
·
1 registered advisor
·
CRD# 282370
SEC# 801-131623
0
402-223-3433
01
Firm Overview
AUM
$123M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PRIMARY WEALTH MANAGEMENT, LLC
1 registered advisor
Traci Danielle Garnett-Froscheiser
BEATRICE, Nebraska
CRD# 4859203
05
Office Locations
BEATRICE, Nebraska
1 advisor
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Data sourced from SEC Form ADV filings. PRIMARY WEALTH MANAGEMENT, LLC (CRD# 282370) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.