Premier Investment Management, LLC

RIAState Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$175K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
318217
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Premier Investment Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients (and small-business portfolios) on a fee‑for‑assets basis, providing discretionary portfolio management. It also operates as an insurance broker, suggesting integration of insurance products or advice alongside investment management. The adviser does not position itself as a capital allocator to external managers, is not listed as an active ESG investor, and is not described as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth