725 Sixth Street
Eureka, California 95501-1103
Tel: 707-443-2741
PREMIER FINANCIAL GROUP INC, formally registered with the SEC as PREMIER FINANCIAL GROUP INC. The firm was established in 01/10/1991. They have over 1 offices throughout the country.
PREMIER FINANCIAL GROUP INC is a Eureka, California based Financial Planning firm with nearly $672,388,931 assets under management, offering retirement planning & investment advisory services to 1216 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107314 |
SEC# | 801-38364 |
Assets Managed by Firm | $672,388,931 |
No. of Clients | 1216 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1216 | $672,388,931 |
Individuals (other than high net worth individuals) | 508 | $429,138,769 |
High net worth individuals | 8 | $64,763,730 |
Pension and profit sharing plans | 33 | $109,485,196 |
Charitable organizations | 4 | $65,935,821 |
Corporations or other businesses | 3 | $3,065,415 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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