Premier Capital Management Group
Investment Management • 
Manhattan, New York, United States • 1-10 Employees
Company overview
| Headquarters | 1290 Avenue of the Americas, 4th Floor, New York, NY 10019, US |
| Website | |
| NAICS | 5231 |
| Keywords | Insurance Planning, Wealth Management, Asset Management, Retirement Planning, Executive Benefits, Financial Planning, Alternative Investments, Estate Planning, Investment Management, Risk Mitigation, Education Funding, Cash-Flow Management |
| Employees | 1-10 |
Key Contact at Premier Capital Management Group
Daniel R. Moreno
Founder and Managing Partner.
Premier Capital Management Group Email Formats
Premier Capital Management Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@premiercapmg.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@premiercapmg.com | 57.1% |
{first name}.{last name} | john.doe@premiercapmg.com | 42.9% |
About Premier Capital Management Group
Our clients entrust us to help them with all aspects of their financial needs, from asset allocation or insurance to wealth structure and transfer and more. Our mission is to deliver a custom experience to each of our clients. This is at the core of our practice. When you work with the PCMG, you get the care and attentiveness of the whole team, rather than just one advisor. Together we watch over your financial strategy and communicate with you to help ensure your plan always aligns to your financial goals, no matter what may change along the way. To maintain this high level of service, we limit the number of households we work with to help ensure that we can meet all client needs and expectations efficiently and effectively. This all begins with potential clients and our team mutually being selective and performing due diligence upfront. We welcome the opportunity to explore whether PCMG is the right fit for you and your family. Please email us to begin a dialogue. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer (Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Premier Capital Management Group not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-7517876.1 (1/25) (Exp.1/29)
Premier Capital Management Group revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Premier Capital Management Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Premier Capital Management Group has never raised funding before.
Premier Capital Management Group Tech Stack
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Miscellaneous
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