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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Primm & Co Inc
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|---|---|
| CRD # | 105891 |
| SEC # | 801-29455 |
| CIK # | |
| AUM | $106.4 M (2025-01-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 609-758-6502 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.7 |
| (b) Individuals (high net worth individuals) | 16 | 105.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 106.4 |
| By Discretionary | ||
| Discretionary | 18 | 57.1 |
| Non-Discretionary | 2 | 49.3 |
| Total | 20 | 106.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.4 | |
| Total | 20 | 106.4 |
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|---|---|---|
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Vorpahl WING Securities Inc
✚
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WA | 0.1 |
|
Fortune Financial Group Inc
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IL | 0.1 |
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Dunham Lane Capital Partners LLC
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NY | 0.1 |
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Burt Asset Management Inc
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0.1 | |
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MA | 0.1 |
|
Stewardship Concepts Financial Services LLC
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WA | 0.1 |
|
Natural Bridges Financial Advisors LLC
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CA | 0.1 |
|
Planning Solutions International LLC
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FL | 0.1 |
|
Beacon Hill Wealth Management Ltd
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0.1 | |
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Portland Financial Advisors Inc
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0.1 |