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Building 2PREMIER PRIVATE WEALTH MANAGEMENT, LLC

Map pinPALM HARBOR, FL
Phone727-281-2882
NotebookSEC #801-130602
Total AUM
$126.3M
Employees
4
Clients
700

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1025 OHIO AVENUE
PALM HARBOR
FL 34683
United States
Operating Hours
8-4:30
Monday - Friday
Phone
727-281-2882
Other Offices
1

ReceiptFinancials

Total AUM
$126.3M
Accounts
698
Discretionary
$126.3M
Accounts
698
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
685
AUM
$104M
HNW Individual Clients
13
AUM
$21.6M
Charitable Organization Clients
1
AUM
$86.9K
Government Entity Clients
1
AUM
$643.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCPATX

HandshakeAffiliates

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

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