Primefid Advisors LLC
RIASEC 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
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Primefid Advisors LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm utilizes a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While the firm does not actively engage in ESG investing, it has established connections with a law firm, indicating a potential for legal advisory services alongside its financial offerings.
Assets & Accounts
Public Holdings
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%
Contacts
1 of 1
Fernando Gimenez
Investment Advisor RepresentativeCRD 7060812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations