PREMIER FINANCIAL PLANNING, INC.
CRD #121473 SEC #801-63288 PRINCETON, NJ 609-924-2424
SEC Registered
Total AUM
$52.1M
Discretionary
$51M
Employees
1
Clients
51
Accounts
309
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $52.1M | $51M | $1.1M | 1 | 26 |
| Mar 2012 | $52.1M | $51M | $1.1M | 1 | 26 |
| Mar 2011 | $61.1M | $60M | $1.2M | 5 | -- |
| Mar 2010 | $60.2M | $59.1M | $1.1M | 5 | -- |
| Mar 2009 | $60.1M | $59.1M | $1M | 5 | -- |
| Mar 2007 | $54.1M | $53.2M | $953K | 5 | -- |
| Mar 2006 | $43.4M | $42.2M | $1.2M | 5 | -- |
| Jun 2004 | $33.5M | $32.6M | $856.7K | 5 | -- |
DateMar 2012
Total AUM$52.1M
Discretionary$51M
Non-Disc.$1.1M
Employees1
Clients26
DateMar 2012
Total AUM$52.1M
Discretionary$51M
Non-Disc.$1.1M
Employees1
Clients26
DateMar 2011
Total AUM$61.1M
Discretionary$60M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2010
Total AUM$60.2M
Discretionary$59.1M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2009
Total AUM$60.1M
Discretionary$59.1M
Non-Disc.$1M
Employees5
Clients--
DateMar 2007
Total AUM$54.1M
Discretionary$53.2M
Non-Disc.$953K
Employees5
Clients--
DateMar 2006
Total AUM$43.4M
Discretionary$42.2M
Non-Disc.$1.2M
Employees5
Clients--
DateJun 2004
Total AUM$33.5M
Discretionary$32.6M
Non-Disc.$856.7K
Employees5
Clients--