1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2M PREMIER PARTNERS

Map pinINDIAN WELLS, CA
Phone442-274-5300
NotebookSEC #801-110827
Total AUM
$251M
Employees
3
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
74-900 HIGHWAY 111
SUITE 112
INDIAN WELLS
CA 92210
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
442-274-5300

ReceiptFinancials

Total AUM
$251M
Accounts
622
Discretionary
$251M
Accounts
622
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
173
AUM
$65.9M
HNW Individual Clients
78
AUM
$185.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHIKYNCORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account