Premier Financial Planning, Inc.
Premier Financial Planning, Inc. is an SEC-registered ria with $52.1M assets under management (AUM, regulatory AUM), -15% over one year. See who owns Premier Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121473, data through 2012-03-29.
- AUM (assets under management / regulatory AUM)
- $52.1M (2012-03-29)
- Firm type
- Ria
- Employees
- 23
- CRD
- 121473
- Ownership
- HERRSTROM, CONSTANCE, JOY
How much AUM does Premier Financial Planning, Inc. have?
Premier Financial Planning, Inc. reported $52.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-03-29).
Who owns Premier Financial Planning, Inc.?
Disclosed owners and executives of Premier Financial Planning, Inc. include HERRSTROM, CONSTANCE, JOY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.