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Premier Southwest Planning Group
Premier Southwest Planning Group is a family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Premier Southwest Planning Group
Create, Grow and Protect Wealth | At Premier Southwest Planning Group, we specialize in implementing personal finance and estate strategies.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Premier Southwest Planning Group registered with the SEC as an investment adviser?
No SEC registration has been identified for this entity. Single-family offices that serve only one family and do not hold themselves out to the public as investment advisers are generally exempt from registration under the Investment Advisers Act of 1940, and this firm's absence from public filings is consistent with that exemption.
Who runs investment decisions at the firm?
The firm has not publicly identified any investment principals, CEO, or CIO. In similar structures, decision-making authority typically resides with the founding family member or a trusted internal designee, but no names or roles have been disclosed or independently verified.
Does the firm accept outside capital from other families or institutions?
There is no indication that Premier Southwest Planning Group manages or solicits outside capital. The LLC structure, absence of a marketing website, and lack of industry conference presence all suggest it operates exclusively for the benefit of a single family.
What investment stages or asset classes does the firm target?
No asset allocation, stage preference, or sector exposure has been publicly disclosed. The name implies a planning-oriented mandate that may include estate and tax strategy alongside direct investments, but the actual portfolio composition is not a matter of public record.
Where is the firm headquartered?
A specific street address is not publicly confirmed. The 'Southwest' designation in the firm's name suggests a geographic base in the Southwestern United States, most commonly Arizona, New Mexico, Texas, or Nevada for entities of this type, though this is inferential.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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