Premier Gold Global Wealth LLC

RIASEC RegisteredEst. 2014
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
172465
Registered since
September 29, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Premier Gold Global Wealth LLC is an SEC-registered limited liability company that has been on the books since 2014. The firm’s registered activity centers on portfolio management, with stated advisory services directed toward individuals and small businesses, though its client base is also listed as institutional. That combination — advisory work for smaller private clients alongside institutional classification — suggests a small, flexible adviser that may operate across client types but reports a limited public footprint. The firm uses a fee model that includes both a percentage of assets under management and performance-based fees. Performance fees imply the firm either manages higher-net-worth or institutional mandates that meet the regulatory thresholds for such compensation. Premier Gold Global Wealth LLC is not identified as an ESG-focused manager, does not advertise multi-state advisory operations, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Allan Le Roux

    Allan Le Roux

    PresidentCRD 6378668

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth