Home
›
Firms
›
PRIMORIS WEALTH ADVISORS, LLC
PRIMORIS WEALTH ADVISORS, LLC
NORTH PALM BEACH, Florida
·
2 registered advisors
·
CRD# 125567
SEC# 801-119740
0
561-296-0796
01
Firm Overview
AUM
$176M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PRIMORIS WEALTH ADVISORS, LLC
2 registered advisors
John Anthony Catalfamo
NORTH PALM BEACH, Florida
CRD# 2746722
Raymond L Eaton
NORTH PALM BEACH, Florida
CRD# 6406449
05
Office Locations
NORTH PALM BEACH, Florida
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.