PRIMUS FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 307060
- Registered since
- September 20, 2021
- Website
- primusfinancial.co.uk
Firm profile
FINTRXOverview
Primus Financial Services, LLC is organized as a limited liability company and is registered with the SEC (registration year 2021). FINTRX characterizes the owner type as a domestic entity and individual but otherwise lists the firm as unclassified. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. FINTRX provides no detail on the firm’s advisory or business activities, client segments, or fee schedule.
Assets & Accounts
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
Owners & executives
3 of 5David Weinberger
CFO & CROCRD 2676116
Richard Weiss
Chief Compliance OfficerCRD 2523174
Myra Nicholson
General Counsel and Chief Risk OfficerCRD 2740029
Contacts
3 of 3Kevin Harris
FinOpCRD 7061906
Edward Cofrancesco
PresidentCRD 2305035
JACOB GODFREY
Registered RepresentativeCRD 5492639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 111 N Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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