Overview
Assets Under Management: $721 million
Headquarters: EUREKA, CA
High-Net-Worth Clients: 141
Average Client Assets: $2 million
Frequently Asked Questions
PREMIER FINANCIAL GROUP INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107314), PREMIER FINANCIAL GROUP INC is subject to fiduciary duty under federal law.
PREMIER FINANCIAL GROUP INC is headquartered in EUREKA, CA.
PREMIER FINANCIAL GROUP INC serves 141 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, PREMIER FINANCIAL GROUP INC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
PREMIER FINANCIAL GROUP INC manages $721 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, PREMIER FINANCIAL GROUP INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,311
Discretionary Accounts: 1,288
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 107314
Filing ID: 1961224
Last Filing Date: 2025-03-18 14:39:00
Website: https://premierfinancial.com