Overview
Assets Under Management: $721 million
Headquarters: EUREKA, CA
High-Net-Worth Clients: 141
Average Client Assets: $2 million
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