PRIMEAUMAYER FINANCIAL

Overview

Primeaumayer Financial operates as an independent registered investment adviser serving individual and family clients. The firm’s advisory mix centers on portfolio management and financial planning for individuals and small businesses, with the capacity to select and allocate to other advisers when needed. It charges clients through a combination of percentage-of-AUM fees, hourly billing, and fixed-fee arrangements, which supports both ongoing wealth management relationships and project-based planning engagements. Investment posture leans toward equities as the primary risk/return engine. The firm is not an active ESG investor and does not position itself as a multi-state or pension consultant. An industry affiliation with an insurance company complements its advisory activity and is consistent with its use of annuities among client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices