$56.7M Total AUM
$56.7M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 01-02-2008
- Office Locations
- 2
Office Locations
16935 West Bernardo Drive, Suite 103 SAN Diego CA
-- Valley Center CA
About Premier Financial Planning, Inc.
Premier Financial Planning, Inc. is an independent RIA providing comprehensive financial planning, wealth management, and tailored investment solutions with ongoing monitoring and responsive service. Portfolios primarily use public funds and ETFs, and the firm custodies assets with Charles Schwab.
Team overview
59 AVG AGE
$28.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
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Asset Classes
Foundation atlas Zenith Focus Focus momentum
Client Personas
Ridge
Custodian
Ember Legacy Capital
Investment Themes
Fusion oak Beacon
Investment Vehicles
Fusion vertex
Services
Signal fusion Capital horizon North North Summit radial Signal north Pathway value
Technology
Optima
Owner & Executives
J
James Robert Patterson
Chief Executive Officer
- CRD
- #7378435
- Ownership
- 75% or more
(854) 566-5374
pioneer.foundation@summitcapital.com
in linkedin.com/in/zenith-ember
PATRICIA CONDE PATTERSON
Chief Compliance Officer, Chief Financial Officer, Owner
- CRD
- #1037506
- Ownership
- Less than 5%
(771) 450-5465
frontier.capital@timbercapital.com
in linkedin.com/in/capital-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,728,458 | $188,998 |
| Non-Discretionary | $0 | -- |
| Total | $56,728,458 | $188,998 |
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Separately Managed Accounts
Total SMA Asset: $56,728,458
Public Funds:
17.5% Equity - Exchange:
46.6% Cash:
35.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $821,829,922 | 17.5% |
| Equity - Exchange | $2,188,415,677 | 46.6% |
| Cash | $1,685,925,381 | 35.9% |
| Total | $4,696,170,980 | 100.0% |