Premier Financial Group Inc

RIASEC RegisteredEst. 1991

Total AUM

$820M

Discretionary

$698M

85% of AUM

Avg account

$602K

Accounts

1,362

Employees

Advisory reps

Firm details

Headquarters: Eureka, California
CRD number: 107314
Registered since: January 10, 1991
Website: premierfinancial.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals58.1%
Pension & Profit Sharing Plans18.87%
HNWI17.67%
Charitable Organizations4.57%
Corporations / Businesses0.78%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Premier Financial Group Inc. is an independent registered investment adviser that has been SEC-registered since 1991 and remains single-office and owner-operated. The firm serves both individual and family clients as well as institutional accounts, and offers financial planning, portfolio management for individuals and small businesses, pension consulting services, periodic publications, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing as well as fixed fees. Premier Financial Group Inc. was listed among FA Magazine’s Top RIA Firms in 2020.