Premier Southwest Planning Group, LLC

Premier Southwest Planning Group, LLC (CRD# 132868) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,353,435 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Premier Southwest Planning Group, LLC
No Advisor Found.
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