Premier Estate Planners, LLC

Premier Estate Planners, LLC (CRD# 122638) is a financial advisory firm headquartered in Clinton Township, MI. They manage $186,587,839 in 860 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
16950 19 Mile Rd, Suite 4, Clinton Township, MI 48038
http://www.yourplanners.com
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    860
    ACCOUNTS
  • Average Account Value
    $216,963
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
The map below shows states where this firm has explicit registration only.

FL, MI, NE

Financial Advisors at Premier Estate Planners, LLC
Showing 1 - 2 of 2 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 39 years of experience in the finance industry.

2
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 40 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.

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