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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Premier Financial Group Inc
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|---|---|
| CRD # | 107314 |
| SEC # | 801-38364 |
| CIK # | 0001764449, 0001646460, 0001548258, 0001989061, 0001577916, 0000946647 |
| AUM | $721.4 M (2025-03-18) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 707-443-2741 |
| Address | 725 Sixth Street Eureka, CA 95501-1103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 1.3 | ||
| iShares Silver Trust | 0.7 | ||
| Grayscale Bitcoin Trust BTC | 0.0 | ||
| Grayscale Bitcoin MINI Trust BTC | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 407 | 288.2 |
| (b) Individuals (high net worth individuals) | 141 | 294.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 111.0 |
| (h) Charitable organizations | 4 | 22.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,311 | 721.4 |
| By Discretionary | ||
| Discretionary | 1,288 | 610.3 |
| Non-Discretionary | 23 | 111.0 |
| Total | 1,311 | 721.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 721.4 | |
| Total | 1,311 | 721.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000946647] | |
| 10-Q | [0000946647] | |
| 3 | [0000946647] | |
| 4 | [0000946647] | |
| 5 | [0000946647] | |
| 8-K | [0000946647] | |
| SC 13G | [0000946647] | |
| 3 | [0001548258] | |
| 4 | [0001548258] | |
| 10-K | [0001577916] | |
| 10-Q | [0001577916] | |
| 3 | [0001577916] | |
| 4 | [0001577916] | |
| 8-K | [0001577916] | |
| SC 13G | [0001577916] | |
| D | [0001646460] | |
| D | [0001764449] | |
| 13F-HR | [0001989061] |
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