Primeaumayer Financial
Firm details
- Headquarters
- Manassas, Virginia
- CRD number
- 306259
- Website
- www.primeaumayer.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.53%
- Individuals23.47%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Primeaumayer Financial is an independent, Virginia-registered wealth advisory firm organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include AUM-based fees, hourly charges, and fixed-fee engagements. The firm reports an affiliation with an insurance company and does not position itself as an ESG-focused 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 Equities79%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Mark Primeau
Co-Founder and PrincipalCRD 7071270
Timothy Mayer
PrincipalCRD 7074399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manassas, VA
Manassas City
Location
Manassas, VA
Headquartered in Manassas, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Manassas City
- Address
- 7900 Sudley Rd
- Time zone
- ET (UTC-5)
- Office locations
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