Premier Financial Group Inc
● SEC registered since 1991CRD 107314SEC# 801-38364Eureka, CA
Reg. AUM
$819.9M
Employees
17
Accounts
1,362
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 $819.9 million in regulatory assets under management and employs 17 people.
Premier Financial Group Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Ronald Ross Control | Principal, Director | 10-25% | 1990 |
| Ginger Lynn Weber Control | Principal, Director, Certified Financial Planner, President | 10-25% | 2004 |
| Jeremy Robert Sorci | Principal, Director, Chief Compliance Officer, Vice President | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Premier Financial Group Inc manage?
Premier Financial Group Inc reports $819.9 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
| Address | 725 Sixth Street, Eureka, CA 95501-1103 |
| Phone | 707-443-2741 |
| Fax | 707-443-9411 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$819.9M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$819.9Mregulatory AUM
Discretionary $697.5MNon-discretionary $122.4M