RIA Intel›Advisers›Georgia›PREMIER FINANCIAL ADVISORY SERVICES, LLC

PREMIER FINANCIAL ADVISORY SERVICES, LLC

Advisory

SUWANEE, GA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$228K

across 164 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$35M

Non-Discretionary AUM$2M

Discretionary %93.4%

Total Clients117

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

117 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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MCKINNEY ASSET MANAGEMENT INC.

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