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Building 2PREMIER FINANCIAL PLANNING

Map pinESCONDIDO, CA
Phone760-796-5550
NotebookSEC #801-61038
Total AUM
$38M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 WEST GRAND AVE
ESCONDIDO
CA 92025
USA
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
760-796-5550

ReceiptFinancials

Total AUM
$38M
Accounts
532
Discretionary
$38M
Accounts
532
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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