Overview
Assets Under Management: $106 million
High-Net-Worth Clients: 16
Average Client Assets: $7 million
Frequently Asked Questions
PRIMM & CO INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105891), PRIMM & CO INC is subject to fiduciary duty under federal law.
PRIMM & CO INC serves 16 high-net-worth clients according to their SEC filing dated January 06, 2025. View client details ↓
According to their SEC Form ADV, PRIMM & CO INC offers portfolio management for individuals. View all service details ↓
PRIMM & CO INC manages $106 million in client assets according to their SEC filing dated January 06, 2025.
According to their SEC Form ADV, PRIMM & CO INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.39
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 20
Discretionary Accounts: 18
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 105891
Last Filing Date: 2025-01-06 00:00:00
Website: https://msn.com