Primary Asset Management, LLC

Primary Asset Management, LLC (CRD# 170610) is a financial advisory firm headquartered in New York, NY. They manage $3,481 in 1 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,481
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ, NY, WA

Financial Advisors at Primary Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Arthur J. Magee
CRD#: 2286307
90 Broad Street, 9th Floor, New York, NY 10004
96
Wealthminder
score

Arthur Magee (CRD# 2286307) is an Investment Advisor Representative working at Primary Asset Management, LLC in New York, NY and has over 6 years of experience in the finance industry.

2
Yu Li
CRD#: 6314460
673 Woodland Sq Lp Se, Suite 320, Lacey, WA 98503
90
Wealthminder
score

Yu Li (CRD# 6314460) is an Investment Advisor Representative working at Primary Asset Management, LLC in Lacey, WA and has over 3 years of experience in the finance industry.

3
Douglas R. Borden
CRD#: 1635430
90 Broad Street, 9th Floor, New York, NY 10004
83
Wealthminder
score

Douglas Borden (CRD# 1635430) is an Investment Advisor Representative working at Primary Asset Management, LLC in New York, NY and has over 31 years of experience in the finance industry.

4
John C. Leo
CRD#: 1690545
90 Broad Street, 9th Floor, New York, NY 10004
63
Wealthminder
score

John Leo (CRD# 1690545) is an Investment Advisor Representative working at Primary Asset Management, LLC in New York, NY and has over 30 years of experience in the finance industry.

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