PRIMORIS WEALTH ADVISORS, LLC
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 125567
- Registered since
- November 6, 2020
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.01%
- Individuals21.7%
- Pension & Profit Sharing Plans3.29%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Primoris Wealth Advisors, LLC is an SEC-registered advisory firm formed in 2020 that manages portfolios for both individuals/families and institutional clients. The firm operates as a limited liability company owned by an individual and charges fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the publication of periodicals or newsletters. Primoris does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator.
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 Equities42%
- Cash & Cash Equivalents29%
- US Government Bonds12%
- Public Funds/Mutual Funds8%
- State & Local Bonds5%
Owners & executives
1 of 1RAYMOND EATON
Managing Partner and Chief Compliance OfficerCRD 6406449
Contacts
3 of 5GAVIN MCNALLY
Senior Investment Advisor RepresentativeCRD 3193647
GREGORY CECCHINI
Senior Investment Advisor RepresentativeCRD 2936633
JOHN CATALFAMO
Managing PartnerCRD 2746722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$74.2M in ETFs
87%
$64.9M
13%
$9.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $8M | 13,319 | 10.72% |
Location
PALM BEACH GARDENS, FL
PALM BEACH
Location
PALM BEACH GARDENS, FL
Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 9250 Alternate A1A
- Time zone
- ET (UTC-5)
- Office locations
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