PRIMARY WEALTH MANAGEMENT, LLC of BEATRICE, NE is an SEC-registered investment adviser (CRD 282370). Regulatory assets under management: $158.0M.
Compensation: % of AUM.
Clients served: High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Traci Danielle Garnett-Froscheiser | PRESIDENT, CCO | — |
| GARNETT-FROSCHEISER TRACI DANIELLE | PRESIDENT, CCO | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |