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PREMIER FINANCIAL PLANNING, INC.
(760) 751-2397
SEC #801-68634Total AUM
$38.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30 A.M.-4:30 P.M.
Monday - Friday
Monday - Friday
Phone
(760) 751-2397
Financials
Total AUM
$38.6M
Accounts
204Discretionary
$38.6M
Accounts
204Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.