M PREMIER PARTNERS

74-900 Highway 111
Suite 112
Indian Wells, California 92210
Tel: 442-274-5300

About M PREMIER PARTNERS

M PREMIER PARTNERS, formally registered with the SEC as M PREMIER PARTNERS. The firm was established in 07/17/2017. They have over 1 offices throughout the country.

M PREMIER PARTNERS is a Indian Wells, California based Financial Planning firm with nearly $244,702,857 assets under management, offering retirement planning & investment advisory services to 609 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289044
SEC#	801-110827
Assets Managed by Firm	$244,702,857
No. of Clients	609
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	609	$244,702,857
Individuals (other than high net worth individuals)	185	$70,182,260
High net worth individuals	70	$174,520,597

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