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PRIMARK ADVISORS, LLC

DENVER, CO · CRD 309653 · IAPD ↗ · 303-529-2200

$451.5MRegulatory AUM
2Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

56
April 2026 — PRIMARK ADVISORS, LLC reported RAUM up 44% ($257.5M -> $371.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — PRIMARK ADVISORS, LLC reported RAUM up 60% ($161.0M -> $257.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
February 2024 — PRIMARK ADVISORS, LLC reported RAUM up 43% ($112.8M -> $161.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.