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Donald Peter Carnaghi

PREMIER ESTATE PLANNERS, LLC·CLINTON TOWNSHIP, Michigan
Clean recordPREMIER ESTATE PLANNERS, LLC
16950 19 MILE RD, CLINTON TOWNSHIP, MI 48038CRD# 1352988Firm CRD# 122638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Peter Carnaghi · CLINTON TOWNSHIP, MI
Registration
CRD #1352988 · PREMIER ESTATE PLANNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Peter Carnaghi is a registered financial advisor based in CLINTON TOWNSHIP, Michigan, affiliated with PREMIER ESTATE PLANNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PREMIER ESTATE PLANNERS, LLC
PREMIER ESTATE PLANNERS, LLC
AUM
$187M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 1352988
Firm CRD# 122638
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Peter Carnaghi offer?
Donald Peter Carnaghi specializes in Financial Planning, Investment Management. Contact their office in CLINTON TOWNSHIP, Michigan for a consultation.
What are Donald Peter Carnaghi's credentials?
Donald Peter Carnaghi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Peter Carnaghi located?
Donald Peter Carnaghi is based in CLINTON TOWNSHIP, Michigan, working with PREMIER ESTATE PLANNERS, LLC. Their office serves clients in the CLINTON TOWNSHIP metropolitan area and surrounding communities.
How does Donald Peter Carnaghi charge for services?
Donald Peter Carnaghi's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PREMIER ESTATE PLANNERS, LLC?
PREMIER ESTATE PLANNERS, LLC has approximately 4 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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