|
⚲
|
| Primm & Co Inc
✚
| |
|---|---|
| CRD # | 105891 |
| SEC # | 801-29455 |
| CIK # | |
| AUM | $109.1 MM (2024-01-19) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 609-758-6502 |
| Address | 90 Arneytownhornerstown Rd Cream Ridge, NJ 08514 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.6 |
| (b) Individuals (high net worth individuals) | 17 | 108.6 |
| (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 | 21 | 109.1 |
| By Discretionary | ||
| Discretionary | 17 | 26.4 |
| Non-Discretionary | 4 | 82.7 |
| Total | 21 | 109.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.1 | |
| Total | 21 | 109.1 |
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|---|---|---|
|
Cypress Advisory Group LLC
✚
|
AZ | 0.1 |
|
Strategy Inc
✚
|
TX | 0.1 |
|
Springboard Asset Management LLC
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CT | 0.1 |
|
Stapp Wealth Management PLLC
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|
WA | 0.1 |
|
Armstrong Shaw Associates Inc
✚
|
CT | 0.1 |
|
Manuka Financial LLC
✚
|
VA | 0.1 |
|
The Practical Planner LLC
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|
MA | 0.1 |
|
Johnson & Shute Investment Advisors Inc
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|
WA | 0.1 |
|
Titletown Wealth Management LLC
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|
WI | 0.1 |
|
Tublin - Difusco Advisors Inc
✚
|
NY | 0.1 |