Primus Financial Services, LLC

Overview

Primus Financial Services, LLC is registered with the SEC as an investment adviser and is organized as a limited liability company. The SEC registration year listed is 2021. Ownership is recorded as a combination of a domestic entity and an individual, and the firm’s classification in the source is "unclassified." The profile in the database does not include a description of the firm’s advisory services, client segments, fee schedules, or specific business activities. The firm is not identified in the source as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The database also indicates it is not a newly formed adviser.

Assets & Accounts

Location & Offices