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Building 2PREMIER FINANCIAL GROUP INC

Map pinEUREKA, CA
Phone707-443-2741
NotebookSEC #801-38364
Total AUM
$819.9M
Employees
17
Clients
593

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
725 SIXTH STREET
EUREKA
CA 95501-1103
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
707-443-2741

ReceiptFinancials

Total AUM
$819.9M
Accounts
1,362
Discretionary
$697.5M
Accounts
1,340
Non-Discretionary
$122.4M
Accounts
22

ContactClients

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Individual Clients
530
AUM
$476.4M
HNW Individual Clients
16
AUM
$144.9M
Pension/Profit Sharing Plan Clients
35
AUM
$154.8M
Charitable Organization Clients
5
AUM
$37.5M
Corporation or Business Clients
7
AUM
$6.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOORTXWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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