16950 19 Mile Rd
Suite 4
Clinton Township, Michigan 48038
Tel: 586-228-7772
PREMIER ESTATE PLANNERS, LLC, formally registered with the SEC as PREMIER ESTATE PLANNERS, LLC. The firm was established in 11/06/2007. They have over 1 offices throughout the country.
PREMIER ESTATE PLANNERS, LLC is a Clinton Township, Michigan based Financial Planning firm with nearly $203,459,882 assets under management, offering retirement planning & investment advisory services to 898 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122638 |
SEC# | 801-68487 |
Assets Managed by Firm | $203,459,882 |
No. of Clients | 898 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 898 | $203,459,882 |
Individuals (other than high net worth individuals) | 536 | $104,496,817 |
High net worth individuals | 54 | $98,963,065 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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