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Premier Financial Strategies, Inc. (Provo)


Premier Financial Strategies, Inc. is a large advisory firm based in Provo. It manages $30 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Utah.

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Premier Financial Strategies provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Premier Financial Strategies: assets under management

The assets under management (AUM) of Premier Financial Strategies, Inc. is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Premier Financial Strategies, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Provo

The principal office where Premier Financial Strategies, Inc. performs its advisory services is located at 3651 N 100 E, Provo, UT 84604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-225-5050 or by fax 801-225-3355. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.premiercapitalmanagement.com.


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