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PRIMUS TRUST
PRIMUS TRUST LLC
CRD 292269
113 ROBERSON RD, SUITE A, WINDERMERE, FL, 34786, United States
Phone
352-256-5533
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$222K
Discretionary AUM
$222K
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Corporations/business entities | 1 | $222K |
Official SEC filing: View on IAPD