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PRIMETIME WEALTH MANAGEMENT LLC
CRD 301041
716 PITTSFORD VICTOR RD, PITTSFORD, NY, 14534, United States
Phone
585-238-4767
Fax
585-486-7100
Registration
— (—)
Source
State registered
Total AUM
$18.0M
Discretionary AUM
$16.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2023-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $8.0M |
| High net worth individuals | 19 | $10.0M |
| Pension/profit sharing plans | 2 | $10K |
All web addresses on file
Official SEC filing: View on IAPD