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PREMIER FINANCIAL GROUP INC

EUREKA, CA · CRD 107314 · IAPD ↗ · 707-443-2741

$819.9MRegulatory AUM
12Advisory reps
17Employees
0Clients
More than 500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — PREMIER FINANCIAL GROUP INC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — PREMIER FINANCIAL GROUP INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — PREMIER FINANCIAL GROUP INC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.