KIRK ALLEN BLOCK
Legal name: PREMIER FINANCIAL PLANNING
CRD #111928 SEC #801-61038 SAN DIEGO, CA 858-638-4590
SEC Registered
Total AUM
$35.8M
Discretionary
$35.1M
Employees
5
Clients
51
Accounts
366
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2002 | $35.8M | $35.1M | $710K | 5 | -- |
DateMar 2002
Total AUM$35.8M
Discretionary$35.1M
Non-Disc.$710K
Employees5
Clients--