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PREMIER FINANCIAL GROUP INC
CRD 107314 · SEC 801-38364
725 SIXTH STREET, EUREKA, CA, 95501-1103, United States
Phone
707-443-2741
Fax
707-443-9411
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$819.9M
Discretionary AUM
$697.5M
Team
17 total employees; 12 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 530 | $476.4M |
| High net worth individuals | 16 | $144.9M |
| Pension/profit sharing plans | 35 | $154.8M |
| Charitable organizations | 5 | $37.5M |
| Corporations/business entities | 7 | $6.4M |
States served
CA, CO, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD