Be advised. This firm is no longer registered.

Primary Funds, LLC

Primary Funds, LLC (CRD# 121218) is a financial advisory firm headquartered in San Rafael, CA. They manage $19,500,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $6,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Primary Funds, LLC
No Advisor Found.
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