Premier Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318217
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Premier Investment Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients (and small-business portfolios) on a fee‑for‑assets basis, providing discretionary portfolio management. It also operates as an insurance broker, suggesting integration of insurance products or advice alongside investment management. The adviser does not position itself as a capital allocator to external managers, is not listed as an active ESG investor, and is not described as a multi‑state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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