John
Catalfamo
Primoris Wealth Advisors, LLC
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About this Advisor
John Catalfamo is a financial advisor based in West Palm Beach, Florida with 17 years of relevant experience. Catalfamo is an employee of Primoris Wealth Advisors, LLC. Over the course of their career, Catalfamo has held roles at Primoris Capital Management, LLC and Catalfamo, Eaton & Delisi, LLC. Catalfamo holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida and Texas. Primoris Wealth Advisors, LLC is an advisory business operating out of West Palm Beach, FL. The firm has a total of nine people on staff. It oversees $170 million in total assets across its 588 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 588 accounts, 17% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial advisory fees usually vary depending on the type of financial services provided. However, fee types charged by Primoris Wealth Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Primoris Wealth Advisors, LLC Brokerage Details
$169,954,597
9
588
$289,038
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
John Catalfamo Work History
John has been registered as a financial advisor for 17 years.*
Catalfamo, Eaton & Delisi, LLC
Primoris Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Catalfamo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primoris Wealth Advisors, LLC
West Palm Beach, FL
West Palm Beach, FL
Kihei, HI
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
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