Primark Advisors, LLC

RIASEC RegisteredEst. 2020
Total AUM
$372M
Discretionary
$372M
100% of AUM
Avg account
$372M
Accounts
1
Employees
12
Advisory reps
2

Firm details

Headquarters
Denver, Colorado
CRD number
309653
Registered since
July 6, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Primark Advisors, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. Registered in 2020, the firm serves institutional clients and bills for advisory services on a percentage-of-AUM basis. Its stated advisory activity is portfolio management for investment companies, and the profile does not identify the firm as a capital allocator, an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Bell

    Michael Bell

    CEOCRD 4103989

  • Elizabeth Anth

    Elizabeth Anth

    Chief Compliance OfficerCRD 2942037

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
250 Fillmore St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth