PRIMORIS WEALTH ADVISORS, LLC

NORTH PALM BEACH, Florida·4 registered advisors·CRD# 125567
SEC# 801-1197400561-296-0796
01

Firm Overview

AUM
$176M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PRIMORIS WEALTH ADVISORS, LLC

4 registered advisors
John Anthony Catalfamo
NORTH PALM BEACH, Florida
Marc Sebastian Ragusa
HUNTINGTON,, New York
Raymond L Eaton
NORTH PALM BEACH, Florida
Raymond Leo Eaton
HUNTINGTON,, New York
05

Office Locations

HUNTINGTON,, New York
2 advisors
NORTH PALM BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. PRIMORIS WEALTH ADVISORS, LLC (CRD# 125567) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.