Primefid Advisors LLC
RIAState Registered
Total AUM
$250K
Discretionary
$0
0% of AUM
Avg account
$125K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300231
- Website
- primefid.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Primefid Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It reports no active ESG program, is not structured as a capital allocator, and does not operate as a multi-state adviser. Primefid also lists an affiliation with a law firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds70%
- Exchange Traded Equities30%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations