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: www.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 operating since 1991 and serves both individual/family and institutional clients. The firm runs a fee model that combines percentage-of-AUM and fixed-fee engagements and focuses on financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications and educational seminars. Premier tends to allocate capital with an equity-first bias and uses both discretionary and non-discretionary mandates, with the bulk of client relationships managed on a discretionary basis. The firm has been recognized in the industry, appearing on FA Magazine’s Top RIA Firms list in 2020. Premier is not structured as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.