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Premier Southwest Planning Group, LLC

Premier Southwest Planning Group, LLC. CRD 132868

Premier Southwest Planning Group, LLC logo

CRD: 132868

Premier Southwest Planning Group, LLC

Scottsdale, AZ
4806213646
premierswplanning.com
$92.3M Total AUM
$92.3M Disc. AUM
-- 3Y CAGR
6 Employees
372 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Fusion northBeacon quantum
Established Date
01-01-2005
Office Locations
1

Office Locations

-- Scottsdale AZ

About Premier Southwest Planning Group, LLC

Premier Southwest Planning Group is a Scottsdale, AZ firm providing holistic financial planning and investment guidance for retirees, families, and small business owners. Services include retirement income/distribution planning, estate strategies (including living trust preparation and attorney coordination), tax planning, and risk/insurance reviews through affiliate Premier Southwest Benefits Group. Founder Bruce J. Weinstein hosts a weekly “Truth About Money” show on Phoenix KTAR 92.3 FM.

Team overview

58 AVG AGE
$30.8M AVG AUM / ADVISOR
$248.2K AVG AUM / CLIENT
7.2 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Bridge element Glacier element Glacier

Client Personas

Timber peak Summit bridge Delta

Custodian

Oak focus Beacon Unison insight Ember catalyst Radial element

Investment Themes

Peak Horizon Ember

Investment Vehicles

Oak

Platform

Meridian momentum

Services

Glacier Frontier Radial Foundation fusion Insight capital Momentum Matrix Beacon quantum Harbor Prime Focus quantum Vector

Technology

Focus Ridge

Owner & Executives

B

BRUCE JONATHAN WEINSTEIN

Investment Advisor, President

CRD
#1979341
Ownership
75% or more
(448) 422-7433
insight.matrix@horizoncapital.com
in linkedin.com/in/zenith-bridge
S

SKYLAR WEINSTEIN CHIARELLO

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(391) 424-4306
catalyst.harbor@vertexcapital.com
in linkedin.com/in/bridge-optima

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Contacts

Joshua L Gifford

Joshua L Gifford

Investment Advisor Representative

CRD
#7561166
(256) 816-4612
harbor.frontier@vitalcapital.com
in linkedin.com/in/momentum-atlas
J

Jonathan Evan Miller

Independent Financial Advisor

CRD
#7961801
(467) 413-8412
unison.bridge@foundationcapital.com
in linkedin.com/in/timber-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $92,345,925 --
Non-Discretionary $0 --
Total $92,345,925 --

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Separately Managed Accounts

Total SMA Asset: $92,345,925

$92.3M Total SMA
Equity - Exchange:
26.2%
Other:
24.4%
Corporate - Investment Grade:
11.8%
Cash:
37.6%
Asset class Assets Assets %
Equity - Exchange $1,514,145,126 26.2%
Other $1,410,119,888 24.4%
Corporate - Investment Grade $681,943,225 11.8%
Cash $2,172,971,631 37.6%
Total $5,779,179,870 100.0%

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