Primetime Wealth Management LLC
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 301041
- Website
- primetimewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.5%
- Individuals37.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Primetime Wealth Management LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves both individual/family and institutional clients and combines investment advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. Fees are charged on a mix of percentage-of-assets-under-management, hourly, and fixed-fee arrangements. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Brian Drumm
President, Financial AdvisorCRD 5861168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 716 Pittsford Victor Rd
- Time zone
- ET (UTC-5)
- Office locations
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