PRIMUS TRUST

PRIMUS TRUST of WINDERMERE, FL is an SEC-registered investment adviser (CRD 292269). Regulatory assets under management: $222K.

Registration

• CRD: 292269
• Type: Registered investment adviser
• Location: 113 ROBERSON RD, WINDERMERE, FL, 34786
• Phone: 352-256-5533
• Latest filing: 2026-03-24
• Regulatory AUM: $222K
• Discretionary AUM: $222K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 292269 on SEC IAPD (source of record)
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