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Primm & Co Inc

● SEC registered since 1987CRD 105891SEC# 801-29455
Export (members)
Reg. AUM
$111.8M
Employees
2
Accounts
20
Location

Primm & Co Inc assets under management

Primm & Co Inc is a registered investment adviser overseen by the SEC. The firm has been registered since 1987. It reports $111.8 million in regulatory assets under management and employs 2 people.

Primm & Co Inc owners & executives

2 reported
NameTitleOwnershipSince
Muriel Primm ControlVice PresidentUnder 5%1988
William Francis Primm ControlPresident & Chief Compliance OfficerOver 75%1981

Frequently asked questions

How much does Primm & Co Inc manage?

Primm & Co Inc reports $111.8 million in regulatory assets under management on its Form ADV.

How many employees does Primm & Co Inc have?

Primm & Co Inc reports 2 employees.

Does Primm & Co Inc disclose fund performance?

Primm & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone609-758-6502
Office hours9-4
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$111.8M▲ 5%
Jan '25 — $106.4MFeb '25 — $106.4MMar '25 — $106.4MApr '25 — $106.4MMay '25 — $106.4MJun '25 — $106.4MJul '25 — $106.4MAug '25 — $106.4MSep '25 — $106.4MOct '25 — $106.4MNov '25 — $106.4MDec '25 — $106.4MJan '26 — $111.8MFeb '26 — $111.8MMar '26 — $111.8MApr '26 — $111.8MMay '26 — $111.8MJun '26 — $111.8M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$111.8Mregulatory AUM
Discretionary $26.5MNon-discretionary $85.3M