PREMIER SOUTHWEST PLANNING GROUP, LLC

PREMIER SOUTHWEST PLANNING GROUP, LLC is an SEC-registered investment adviser (CRD 132868). Regulatory assets under management: $92.3M.

Registration

• CRD: 132868
• Type: Registered investment adviser
• Phone: 480-621-3646
• Latest filing: 2026-05-12
• Regulatory AUM: $92.3M
• Discretionary AUM: $92.3M
• Clients: 6
• Accounts: 523

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132868 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search