Primary Asset Management, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
170610
Fee structure
Other

Firm profile

FINTRX

Overview

Primary Asset Management, LLC is organized as a limited liability company and is classified as an institutional registered investment adviser operating out of New York. The firm lists its ownership as a mix of a domestic entity and an individual and reports a broker‑dealer affiliation. The dataset flags several operational characteristics: it does not identify as a multi‑state adviser, is not labeled an active ESG investor, is not a capital allocator, and is not described as a pension consultant or related adviser. Fee arrangements are recorded under a nonstandard category (“Other”), rather than a typical fixed or percentage model.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • John Leo

    John Leo

    ChairmanCRD 1690545

  • Arthur Magee

    Arthur Magee

    Senior Managing DirectorCRD 2286307

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
29 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth