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
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLOCK, KIRK, ALLEN | I | SOLE PROPRIETOR | E | Control |
Registrations
Federal
IA
Mar 21, 2002 REGISTERED
Notice Filings (2)
CA TX
Address
6336 GREENWICH DRIVE SUITE C2SAN DIEGO, CA 92122
USA
Phone: 858-638-4590