Premium Asset Management , Inc. (Phoenix)

Premium Asset Management , Inc. is a pension cosultant based in Phoenix. It manages $8.1 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Arizona.

Premium Asset Management provides 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.

Premium Asset Management: assets under management

The assets under management (AUM) of Premium Asset Management , Inc. is $8.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.31 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Premium Asset Management , Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Premium Asset Management , Inc.

Mark Greenberg has been acting as President since 1 Aug 2000. David Jeffery Marques Matuszak joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Jeffery Marques Matuszak	Vice-president	1 Aug 2000	Other	1823057
Robert Stephen Garson	Principal	1 Aug 2000	50% - 75%	804286
Mark Greenberg	President	1 Aug 2000	25% - 50%	2372337
Mark Alan Greenberg	Officer	1 Aug 2000	Other	2372337
David Jeffery Marques Matuszak	President	1 Apr 2002	25% - 50%	1823057

Based in Phoenix

The principal office where Premium Asset Management , Inc. performs its advisory services is located at 2525 E. Az Biltmore Circle, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.