Premier Estate Planners, LLC

Premier Estate Planners, LLC (CRD# 122638) is a financial advisory firm headquartered in Clinton Township, MI. They manage $208,203,455 in 1,036 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
16950 19 Mile Rd, Suite 4, Clinton Township, MI 48038
https://www.facebook.com/premierestateplanners/
By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $200,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Premier Estate Planners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Donald Carnaghi, financial advisor Clinton Township MI
Donald P. Carnaghi
CRD#: 1352988
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038

Donald Carnaghi (CRD# 1352988) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 35 years of experience in the finance industry.

2
Kevin Carnaghi, financial advisor Clinton Township MI
Kevin A. Carnaghi
CRD#: 5763922
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038

Kevin Carnaghi (CRD# 5763922) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 10 years of experience in the finance industry.

3
Kathleen Elliott, financial advisor Clinton Township MI
Kathleen V. Elliott
CRD#: 4206938
Clinton Township, MI 48038

Kathleen Elliott (CRD# 4206938) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 6 years of experience in the finance industry.

4
Thomas Mazza, financial advisor Clinton Township MI
Thomas R. Mazza
CRD#: 1091453
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038

Thomas Mazza (CRD# 1091453) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 37 years of experience in the finance industry.

5
William Schmidt, financial advisor Clinton Township MI
William J. Schmidt
CRD#: 4715436
16950 19 Mile Rd, Suite 4, Clinton Township, MI 48038

William Schmidt (CRD# 4715436) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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