Primus Trust

Primus Trust (CRD# 292269) is a financial advisory firm headquartered in Windermere, FL. They manage $180,870 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
113 Roberson Rd, Suite A, Windermere, FL 34786
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $180,870
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Primus Trust
Showing 1 - 1 of 1 top financial advisors.
1
Alejandro Gutierrez, financial advisor Windermere FL
Alejandro Gutierrez
CRD#: 6901613
113 Roberson Rd, Suite A, Windermere, FL 34786

Alejandro Gutierrez (CRD# 6901613) is an Investment Advisor Representative working at Primus Trust in Windermere, FL and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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