PRIMETIME WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$18M

Discretionary

$16M

89% of AUM

Avg account

$120K

Accounts

150

Employees

Advisory reps

Firm details

Headquarters: PITTSFORD, New York
CRD number: 301041
Website: primetimewm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.43%
Individuals44.51%
Pension & Profit Sharing Plans0.06%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Primetime Wealth Management LLC is an independent Registered Investment Advisor (RIA) that focuses on providing financial planning and portfolio management services. The firm caters to both individual and family clients as well as institutional clients. Their advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. The firm operates under a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.