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PREMIER ESTATE PLANNERS, LLC
PREMIER ESTATE PLANNERS, LLC
CLINTON TOWNSHIP, Michigan
·
2 registered advisors
·
CRD# 122638
SEC# 801-68487
0
586-228-7772
01
Firm Overview
AUM
$187M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at PREMIER ESTATE PLANNERS, LLC
2 registered advisors
Donald Peter Carnaghi
CLINTON TOWNSHIP, Michigan
CRD# 1352988
Thomas Roy Mazza
CLINTON TOWNSHIP, Michigan
CRD# 1091453
05
Office Locations
CLINTON TOWNSHIP, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. PREMIER ESTATE PLANNERS, LLC (CRD# 122638) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.