Premier Financial Group
Premier Financial Group, Inc. is an SEC-registered investment adviser headquartered in Eureka, California. Founded in 1990, the firm specializes in fiduciary wealth management, providing fee-based financial planning and investment advisory services to individuals, families, and businesses. With an employee count estimated at approximately 7 professionals, Premier Financial Group emphasizes personalized portfolio management, comprehensive financial planning, and a client-centered service approach.
Investment Strategy
Premier Financial Group offers individually tailored investment portfolios with a focus on preserving capital and achieving a balance of growth and income, aligned to each client's unique goals and risk profile. The firm emphasizes fiduciary responsibility, continuous monitoring, and quarterly reviews to ensure consistency with client needs and market conditions. Their strategy centers on building long-term financial security through diversified, disciplined asset allocation, grounded in mutual trust, integrity, and objective advice.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAS | DIMENSIONAL U S SMALL CAP ETF | 21.12% | $79.0M | 1,163,177 | $63.72 | $68.46 | +$2.8M |
D DFAT | DIMENSIONAL U S TARGETEDVALUE ETF | 18.08% | $67.6M | 1,171,295 | $53.97 | $58.21 | +$2.4M |
D DFLV | DIMENSIONL US LARGE CAP VALUE ETF | 9.90% | $37.0M | 1,131,898 | $31.03 | $32.90 | +$1.5M |
D DFIV | DIMENSIONAL INTERNATIONAL VAL ETF | 9.41% | $35.2M | 765,491 | $42.83 | $46.12 | +$543.6K |
D DISV | DIMENSIONAL INTERN SMALLCAP VL ETF | 7.99% | $29.9M | 839,517 | $32.91 | $35.69 | +$957.5K |