THE PREMIER ADVISORY GROUP, LLC
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 173071
- Website
- paradvisor.com
- Fee structure
- Fixed Fees, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
The Premier Advisory Group, LLC is organized as a limited liability company and is structured as an individual-owned adviser that operates as a capital allocator. Its regulatory registration year is not listed. The firm’s stated advisory activity centers on the selection of other advisers rather than running in-house discretionary investment sleeves. Fee arrangements include fixed fees and unspecified “other” fees. FINTRX flags the firm as not active on ESG integration and not operating as a multistate adviser; it is also not identified as a pension consultant or a related adviser to another registered firm. Industry affiliations identified in the profile include an insurance company and a real estate broker. Those linkages suggest the firm’s business relationships extend into insurance and real estate distribution or transactions, which may influence sourcing and due diligence channels when it selects third-party managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Danielle Altman
MemberCRD 7232990
Jake Blach
Investment Advisor RepresentativeCRD 8012632
WILLIAM KIZER
Investment Advisor RepresentativeCRD 2482455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 11910 Stonegate Dr
- Time zone
- CT (UTC-6)
- Office locations
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