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Premier Estate Planners, LLC

● SEC registered since 2007CRD 122638SEC# 801-68487Clinton Township, MI
Export (members)
Reg. AUM
$203.5M
Employees
4
Accounts
898
Location
Clinton Township, MI

Premier Estate Planners, LLC assets under management

Premier Estate Planners, LLC operates as an SEC-registered investment adviser based in Clinton Township, MI. The firm has been registered since 2007. It reports $203.5 million in regulatory assets under management and employs 4 people.
www.yourplanners.comView on SEC.gov ↗

Premier Estate Planners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Donald Peter Carnaghi ControlManaging Member/Chief Compliance Officer50-75%2002
Thomas Roy Mazza ControlManaging Member50-75%2002

Frequently asked questions

How much does Premier Estate Planners, LLC manage?

Premier Estate Planners, LLC reports $203.5 million in regulatory assets under management on its Form ADV.

How many employees does Premier Estate Planners, LLC have?

Premier Estate Planners, LLC reports 4 employees.

Where is Premier Estate Planners, LLC located?

Premier Estate Planners, LLC is based in Clinton Township, MI and has been SEC-registered since 2007.

Does Premier Estate Planners, LLC disclose fund performance?

Premier Estate Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16950 19 Mile Rd, Suite 4, Clinton Township, MI 48038
Phone586-228-7772
Fax586-228-7776
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.1M
Non-discretionary$89.3M
Total (RAUM)$203.5M