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PREMIER ESTATE PLANNERS, LLC
CRD 122638 · SEC 801-68487
16950 19 MILE RD, SUITE 4, CLINTON TOWNSHIP, MI, 48038, United States
Phone
586-228-7772
Fax
586-228-7776
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$226.9M
Discretionary AUM
$143.1M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 529 | $125.2M |
| High net worth individuals | 55 | $101.7M |
States served
MI, NE, FL
All web addresses on file
Official SEC filing: View on IAPD