P
CRD: 125197
Premier Financial Advisory Services, LLC
$37.3M Total AUM
$34.9M Disc. AUM
-- 3Y CAGR
2 Employees
117 ADV. Clients
27 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-1999
- Office Locations
- 1
Office Locations
4045 Smithtown Road, Suite K Suwanee GA
About Premier Financial Advisory Services, LLC
Premier Financial Advisory Services, LLC is a Suwanee-based RIA. The firm has been operating for 27 years. Managing $37.3M in total assets under management, with 2 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Team overview
-- AVG AGE
$18.7M AVG AUM / ADVISOR
$319.1K AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD SAMUEL BRYSON
--
- CRD
- #4650308
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,880,562 | -- |
| Non-Discretionary | $2,457,358 | -- |
| Total | $37,337,920 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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