THE PREMIER ADVISORY GROUP, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
5

Firm details

Headquarters
OMAHA, Nebraska
CRD number
173071
Fee structure
Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Danielle Altman

    MemberCRD 7232990

  • Jake Blach

    Investment Advisor RepresentativeCRD 8012632

  • WILLIAM KIZER

    Investment Advisor RepresentativeCRD 2482455

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth