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Building 2PREMIER ESTATE PLANNERS, LLC

Map pinCLINTON TOWNSHIP, MI
Phone586-228-7772
NotebookSEC #801-68487
Total AUM
$226.9M
Employees
4
Clients
584

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16950 19 MILE RD
SUITE 4
CLINTON TOWNSHIP
MI 48038
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
586-228-7772

ReceiptFinancials

Total AUM
$226.9M
Accounts
896
Discretionary
$143.1M
Accounts
596
Non-Discretionary
$83.9M
Accounts
300

ContactClients

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Individual Clients
529
AUM
$125.2M
HNW Individual Clients
55
AUM
$101.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINE

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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