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Premier Financial Group Inc

● SEC registered since 1991CRD 107314SEC# 801-38364Eureka, CA
Export (members)
Reg. AUM
$721.4M
Employees
17
Accounts
1,311
Location
Eureka, CA

Premier Financial Group Inc assets under management

Premier Financial Group Inc operates as an SEC-registered investment adviser based in Eureka, CA. The firm has been registered since 1991. It reports $721.4 million in regulatory assets under management and employs 17 people.

Premier Financial Group Inc owners & executives

6 reported
NameTitleOwnershipSince
Charles Ronald Ross ControlPrincipal, Director, Advisor10-25%1990
Ginger Lynn Weber ControlPrincipal, Director, Certified Financial Planner, President10-25%2004
Jeremy Robert SorciPrincipal, Director, Chief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Premier Financial Group Inc manage?

Premier Financial Group Inc reports $721.4 million in regulatory assets under management on its Form ADV.

How many employees does Premier Financial Group Inc have?

Premier Financial Group Inc reports 17 employees.

Where is Premier Financial Group Inc located?

Premier Financial Group Inc is based in Eureka, CA and has been SEC-registered since 1991.

Does Premier Financial Group Inc disclose fund performance?

Premier Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address725 Sixth Street, Eureka, CA 95501-1103
Phone707-443-2741
Fax707-443-9411
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$610.3M
Non-discretionary$111M
Total (RAUM)$721.4M