Premier Estate Planners, LLC
Premier Estate Planners, LLC is an SEC-registered mass-market adviser in Clinton Township, MI with $226.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Premier Estate Planners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122638, SEC 801-68487, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $226.9M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Clinton Township, MI
- Employees
- 4
- Clients
- 584
- CRD
- 122638
- Ownership
- CARNAGHI, DONALD, PETER; MAZZA, THOMAS, ROY
How much AUM does Premier Estate Planners, LLC have?
Premier Estate Planners, LLC reported $226.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Premier Estate Planners, LLC?
Disclosed owners and executives of Premier Estate Planners, LLC include CARNAGHI, DONALD, PETER, MAZZA, THOMAS, ROY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.