Premier Southwest Planning Group, LLC

Premier Southwest Planning Group, LLC (CRD# 132868) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $6,176,984 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $63,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Premier Southwest Planning Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bruce J. Weinstein
CRD#: 1979341
14500 N Northsight Blvd, Ste 101, Scottsdale, AZ 85260
81
Wealthminder
score

Bruce Weinstein (CRD# 1979341) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has over 28 years of experience in the finance industry.

2
Scott D. Sorum
CRD#: 2830862
14500 N. Northsight Blvd., Ste 101, Scottsdale, AZ 85260
69
Wealthminder
score

Scott Sorum (CRD# 2830862) is an Investment Advisor Representative working at Premier Southwest Planning Group, LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.

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