Primus Financial Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Orlando, Florida
CRD number
307060
Registered since
September 20, 2021

Firm profile

FINTRX

Overview

Primus Financial Services, LLC is organized as a limited liability company with an ownership structure described as a combination of a domestic corporate entity and an individual. The firm's public profile in the provided dataset is sparse: core business and advisory activities, client segments, and fee arrangements are not detailed. The firm is identified as not being a capital allocator and is not marked as an active ESG investor. It is also flagged as not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Matthew Lampman

    Matthew Lampman

    President, Chief Operating OfficerCRD 6132493

  • Ann Moore

    Ann Moore

    Chief Business Development OfficerCRD 5535928

  • Myra Nicholson

    Myra Nicholson

    General Counsel and Chief Risk OfficerCRD 2740029

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Contacts

3 of 11
  • Jacob Godfrey

    Registered RepresentativeCRD 5492639

  • James Armstrong

    James Armstrong

    Registered RepresentativeCRD 2895592

  • Edward Cofrancesco

    Edward Cofrancesco

    PresidentCRD 2305035

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
111 N Orange Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth