Alejandro Gutierrez is a registered investment advisor at Primus Trust, based in Windermere, FL, with 8 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $180K in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
113 Roberson Rd, Suite A, Windermere, FL, 34786
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alejandro manages My Kids Academy LLC, a child care center, dedicating about a quarter of his time to administration and accounting. He also serves as CFO for Aquarelle Kids LLC, another child care center, and manager for LV System LLC, a computer and networking company, each taking about 10-20% of his time. Alejandro is also listed as a member of Primusa LLC, a bookkeeping and tax firm managed by his wife, and Primus Trust Mutual Fund, Inc., which has no activity.
Employment History
Current Registrations
Primus Trust
State Registrations1 state
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