Premier Financial Group Inc
- Regulatory AUM
- $820M
- Discretionary
- $698M
- Clients
- 593
- Avg AUM / client
- $1.4M
- Accounts
- 1,362
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 530 | $476M | 58.1% |
| High net worth individuals | 16 | $145M | 17.7% |
| Pension and profit sharing plans | 35 | $155M | 18.9% |
| Charitable organizations | 5 | $37.5M | 4.57% |
| Corporations and other businesses | 7 | $6.4M | 0.78% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Humboldt Senior Resource Center 403(b) Plan Humboldt Senior Resource Center Incorporated | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremy Robert Sorci | Principal, Director, Chief Compliance Officer | Jan 2013 (14y) | Less than 5% | |
| Teresa Irene Conley | Principal, Director, Certified Financial Planner, Vice President, Cfo | Jan 2018 (9y) | Less than 5% | |
| Francoise Renee Crandell | Registered representative | Apr 2015 (11y) | ||
| Kyla Jordan Orr | Registered representative | Oct 2022 (4y) | ||
| Phoenix Arnold | Registered representative | Dec 2023 (3y) | ||
| Mary Katherine Mizera | Registered representative | Jan 2024 (3y) | ||
| Teresa Margaret Sollom | Registered representative | Oct 2024 (2y) | ||
| Carla Jennell Simpson | Registered representative | Jan 2025 (2y) | ||
| Ginger Lynn Weber | Registered representative | Jan 2025 (2y) | ||
| Wayne Oliver Caldwell | Registered representative | Jan 2025 (2y) | ||
| John Christian Gloor | Registered representative | Jan 2025 (2y) | ||
| Georgia Mae Pearl Nordquist | Registered representative | Feb 2025 (2y) |
Undisclosed: 90% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Humboldt Senior Resource Center 403(b) Plan | Humboldt Senior Resource Center Incorporated | 255 | $3.6M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 896 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗