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PREMIERE MANAGEMENT

PREMIERE PLANNING INC.

CRD 122298

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$6.1M

Discretionary AUM

$6.1M

Team

1 total employees; 1 advisory reps; 36 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-23

Disciplinary history

Yes

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals36$6.1M

Official SEC filing: View on IAPD