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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Element meridianFusion north
- Established Date
- 01-30-2020
- Office Locations
- 1
Office Locations
About Primeaumayer Financial
PrimeauMayer Financial is a Manassas, VA-based wealth manager serving Catholic individuals, families, and business owners nationwide (and others who share their values). The firm provides values-aligned portfolio management and financial planning with a stated focus on maximizing returns while managing risk and taxes. Portfolios are primarily ETF-based, with custody relationships including Charles Schwab and SEI.
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Owner & Executives
TIMOTHY SCOTT MAYER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7074399
- Ownership
- Less than 5%
MARK ALLEN PRIMEAU
Financial Advisor, General Partner, Managing Member
- CRD
- #7071270
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,055,591 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,055,591 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,055,591
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $308,110,486 | 21.1% |
| Corporate - Investment Grade | $927,251,936 | 63.5% |
| Cash | $224,876,848 | 15.4% |
| Total | $1,460,239,270 | 100.0% |