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PRIMUS CAPITAL PARTNERS, INC.
PRIMUS CAPITAL PARTNERS, INC.
ATLANTA, Georgia
·
5 registered advisors
·
CRD# 156861
SEC# 801-73471
1
440-684-7300
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at PRIMUS CAPITAL PARTNERS, INC.
5 registered advisors
Dominic Edward Offredo
ATLANTA, Georgia
CRD# 6607838
Loyal W Wilson
MAYFIELD HEIGHTS, Ohio
CRD# 6022712
Phillip Carl Molner Ii
ATLANTA, Georgia
CRD# 6027951
Steven Rothman
MAYFIELD HEIGHTS, Ohio
CRD# 6022734
William Charles Mulligan
MAYFIELD HEIGHTS, Ohio
CRD# 6022722
05
Office Locations
MAYFIELD HEIGHTS, Ohio
3 advisors
ATLANTA, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. PRIMUS CAPITAL PARTNERS, INC. (CRD# 156861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.