PREMIER FINANCIAL GROUP INC
CRD #107314 SEC #801-38364 EUREKA, CA 707-443-2741
SEC Registered
Total AUM
$721.4M
Discretionary
$610.3M
Employees
17
Clients
--
Accounts
1,311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $721.4M | $610.3M | $111M | 17 | 0 |
| Aug 2024 | $672.4M | $564.9M | $107.5M | 17 | 0 |
| Mar 2024 | $672.4M | $564.9M | $107.5M | 17 | 0 |
| Apr 2023 | $632M | $537.8M | $94.3M | 17 | 0 |
| Mar 2023 | $632M | $537.8M | $94.3M | 17 | 0 |
| Mar 2022 | $757.3M | $677M | $80.3M | 16 | 0 |
| Sep 2021 | $596.6M | $455M | $141.6M | 16 | 0 |
| Apr 2021 | $596.6M | $455M | $141.6M | 16 | 0 |
| Mar 2021 | $596.6M | $455M | $141.6M | 16 | 0 |
| Jul 2020 | $626.4M | $505.4M | $121M | 16 | 0 |
| Jun 2020 | $626.4M | $505.4M | $121M | 16 | 0 |
| Jun 2020 | $626.4M | $505.4M | $121M | 16 | 0 |
| May 2020 | $626.4M | $505.4M | $121M | 16 | 0 |
| Mar 2020 | $626.4M | $505.4M | $121M | 16 | 0 |
| Mar 2020 | $626.4M | $505.4M | $121M | 16 | 0 |
| Mar 2019 | $525.8M | $426.2M | $99.6M | 16 | 0 |
| Mar 2018 | $582M | $469.9M | $112.1M | 15 | 0 |
| Jun 2017 | $491.4M | $381.2M | $110.2M | 16 | 500 |
| Mar 2017 | $491.4M | $381.2M | $110.2M | 16 | 500 |
| Mar 2016 | $434.6M | $336.5M | $98.1M | 15 | 500 |
| Mar 2015 | $446.9M | $344M | $102.9M | 13 | 500 |
| Mar 2014 | $434.2M | $335.6M | $98.5M | 14 | 400 |
| Mar 2013 | $357M | $286.6M | $70.4M | 14 | 400 |
| Feb 2012 | $312.5M | $240.2M | $72.3M | 6 | 400 |
| Jul 2011 | $295.7M | $240.6M | $55.1M | 10 | -- |
| May 2011 | $295.7M | $240.6M | $55.1M | 10 | -- |
| Jan 2011 | $295.7M | $240.6M | $55.1M | 10 | -- |
| Feb 2009 | $226.7M | $175.6M | $51.1M | 10 | -- |
| Jan 2008 | $325.7M | $281.9M | $43.8M | 10 | -- |
| Apr 2007 | $312.4M | $269.5M | $42.9M | 10 | -- |
| Mar 2007 | $312.4M | $269.5M | $42.9M | 10 | -- |
| Feb 2006 | $270.3M | $232.7M | $37.6M | 10 | -- |
| May 2005 | $218.1M | $184.1M | $34M | 10 | -- |
| Apr 2004 | $172.9M | $141.9M | $31M | 10 | -- |
| Mar 2002 | $107.2M | $91.6M | $15.5M | 5 | -- |
DateMar 2025
Total AUM$721.4M
Discretionary$610.3M
Non-Disc.$111M
Employees17
Clients0
DateAug 2024
Total AUM$672.4M
Discretionary$564.9M
Non-Disc.$107.5M
Employees17
Clients0
DateMar 2024
Total AUM$672.4M
Discretionary$564.9M
Non-Disc.$107.5M
Employees17
Clients0
DateApr 2023
Total AUM$632M
Discretionary$537.8M
Non-Disc.$94.3M
Employees17
Clients0
DateMar 2023
Total AUM$632M
Discretionary$537.8M
Non-Disc.$94.3M
Employees17
Clients0
DateMar 2022
Total AUM$757.3M
Discretionary$677M
Non-Disc.$80.3M
Employees16
Clients0
DateSep 2021
Total AUM$596.6M
Discretionary$455M
Non-Disc.$141.6M
Employees16
Clients0
DateApr 2021
Total AUM$596.6M
Discretionary$455M
Non-Disc.$141.6M
Employees16
Clients0
DateMar 2021
Total AUM$596.6M
Discretionary$455M
Non-Disc.$141.6M
Employees16
Clients0
DateJul 2020
Total AUM$626.4M
Discretionary$505.4M
Non-Disc.$121M
Employees16
Clients0
DateJun 2020
Total AUM$626.4M
Discretionary$505.4M
Non-Disc.$121M
Employees16
Clients0
DateJun 2020
Total AUM$626.4M
Discretionary$505.4M
Non-Disc.$121M
Employees16
Clients0
DateMay 2020
Total AUM$626.4M
Discretionary$505.4M
Non-Disc.$121M
Employees16
Clients0
DateMar 2020
Total AUM$626.4M
Discretionary$505.4M
Non-Disc.$121M
Employees16
Clients0
DateMar 2020
Total AUM$626.4M
Discretionary$505.4M
Non-Disc.$121M
Employees16
Clients0
DateMar 2019
Total AUM$525.8M
Discretionary$426.2M
Non-Disc.$99.6M
Employees16
Clients0
DateMar 2018
Total AUM$582M
Discretionary$469.9M
Non-Disc.$112.1M
Employees15
Clients0
DateJun 2017
Total AUM$491.4M
Discretionary$381.2M
Non-Disc.$110.2M
Employees16
Clients500
DateMar 2017
Total AUM$491.4M
Discretionary$381.2M
Non-Disc.$110.2M
Employees16
Clients500
DateMar 2016
Total AUM$434.6M
Discretionary$336.5M
Non-Disc.$98.1M
Employees15
Clients500
DateMar 2015
Total AUM$446.9M
Discretionary$344M
Non-Disc.$102.9M
Employees13
Clients500
DateMar 2014
Total AUM$434.2M
Discretionary$335.6M
Non-Disc.$98.5M
Employees14
Clients400
DateMar 2013
Total AUM$357M
Discretionary$286.6M
Non-Disc.$70.4M
Employees14
Clients400
DateFeb 2012
Total AUM$312.5M
Discretionary$240.2M
Non-Disc.$72.3M
Employees6
Clients400
DateJul 2011
Total AUM$295.7M
Discretionary$240.6M
Non-Disc.$55.1M
Employees10
Clients--
DateMay 2011
Total AUM$295.7M
Discretionary$240.6M
Non-Disc.$55.1M
Employees10
Clients--
DateJan 2011
Total AUM$295.7M
Discretionary$240.6M
Non-Disc.$55.1M
Employees10
Clients--
DateFeb 2009
Total AUM$226.7M
Discretionary$175.6M
Non-Disc.$51.1M
Employees10
Clients--
DateJan 2008
Total AUM$325.7M
Discretionary$281.9M
Non-Disc.$43.8M
Employees10
Clients--
DateApr 2007
Total AUM$312.4M
Discretionary$269.5M
Non-Disc.$42.9M
Employees10
Clients--
DateMar 2007
Total AUM$312.4M
Discretionary$269.5M
Non-Disc.$42.9M
Employees10
Clients--
DateFeb 2006
Total AUM$270.3M
Discretionary$232.7M
Non-Disc.$37.6M
Employees10
Clients--
DateMay 2005
Total AUM$218.1M
Discretionary$184.1M
Non-Disc.$34M
Employees10
Clients--
DateApr 2004
Total AUM$172.9M
Discretionary$141.9M
Non-Disc.$31M
Employees10
Clients--
DateMar 2002
Total AUM$107.2M
Discretionary$91.6M
Non-Disc.$15.5M
Employees5
Clients--