PREMIER ESTATE PLANNERS, LLC
CRD #122638 SEC #801-68487 CLINTON TOWNSHIP, MI 586-228-7772
SEC Registered
Total AUM
$203.5M
Discretionary
$114.1M
Employees
4
Clients
10
Accounts
898
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $203.5M | $114.1M | $89.3M | 4 | 0 |
| Feb 2025 | $203.5M | $114.1M | $89.3M | 4 | 0 |
| Jan 2025 | $203.5M | $114.1M | $89.3M | 4 | 0 |
| Jan 2024 | $186.6M | $97.1M | $89.5M | 4 | 0 |
| Aug 2023 | $178.1M | $87.8M | $90.2M | 4 | 0 |
| Apr 2023 | $178.1M | $87.8M | $90.2M | 4 | 0 |
| Mar 2023 | $178.1M | $87.8M | $90.2M | 4 | 0 |
| Jun 2022 | $227.6M | $124.4M | $103.2M | 3 | 0 |
| Feb 2022 | $227.6M | $124.4M | $103.2M | 3 | 0 |
| Jan 2021 | $208.2M | $124.1M | $84.1M | 4 | 0 |
| Aug 2020 | $195.5M | $102.4M | $93.1M | 4 | 0 |
| May 2020 | $195.5M | $102.4M | $93.1M | 4 | 0 |
| Feb 2020 | $195.5M | $102.4M | $93.1M | 4 | 0 |
| Jan 2020 | $156.7M | $78.5M | $78.2M | 4 | 0 |
| Sep 2019 | $156.7M | $78.5M | $78.2M | 4 | 0 |
| Jan 2019 | $156.7M | $78.5M | $78.2M | 4 | 0 |
| Apr 2018 | $178.7M | $73.1M | $105.6M | 5 | 0 |
| Mar 2018 | $178.7M | $73.1M | $105.6M | 5 | 0 |
| Mar 2018 | $178.7M | $73.1M | $105.6M | 5 | 0 |
| Jul 2017 | $157.8M | $52.8M | $105M | 7 | 442 |
| Mar 2017 | $157.8M | $52.8M | $105M | 7 | 442 |
| Mar 2016 | $136.9M | $33.4M | $103.5M | 5 | 453 |
| Feb 2015 | $141.1M | $32.3M | $108.8M | 4 | 436 |
| Oct 2014 | $134.5M | $33.3M | $101.3M | 4 | 425 |
| Jan 2014 | $134.5M | $33.3M | $101.3M | 4 | 425 |
| Sep 2013 | $115.7M | $32.9M | $82.8M | 3 | 400 |
| Feb 2013 | $115.7M | $32.9M | $82.8M | 3 | 400 |
| May 2012 | $99M | $33.8M | $65.3M | 1 | 400 |
| Mar 2012 | $99M | $33.8M | $65.3M | 1 | 400 |
| Mar 2012 | $99M | $33.8M | $65.3M | 1 | 400 |
| Jan 2012 | $99M | $33.8M | $65.3M | 1 | 400 |
| Aug 2011 | $94.2M | $36.3M | $57.9M | 5 | -- |
| Aug 2011 | $94.2M | $36.3M | $57.9M | 5 | -- |
| Jan 2008 | $58.8M | $32.3M | $26.5M | 5 | -- |
| Oct 2007 | $58.4M | $29.8M | $28.6M | 5 | -- |
DateJun 2025
Total AUM$203.5M
Discretionary$114.1M
Non-Disc.$89.3M
Employees4
Clients0
DateFeb 2025
Total AUM$203.5M
Discretionary$114.1M
Non-Disc.$89.3M
Employees4
Clients0
DateJan 2025
Total AUM$203.5M
Discretionary$114.1M
Non-Disc.$89.3M
Employees4
Clients0
DateJan 2024
Total AUM$186.6M
Discretionary$97.1M
Non-Disc.$89.5M
Employees4
Clients0
DateAug 2023
Total AUM$178.1M
Discretionary$87.8M
Non-Disc.$90.2M
Employees4
Clients0
DateApr 2023
Total AUM$178.1M
Discretionary$87.8M
Non-Disc.$90.2M
Employees4
Clients0
DateMar 2023
Total AUM$178.1M
Discretionary$87.8M
Non-Disc.$90.2M
Employees4
Clients0
DateJun 2022
Total AUM$227.6M
Discretionary$124.4M
Non-Disc.$103.2M
Employees3
Clients0
DateFeb 2022
Total AUM$227.6M
Discretionary$124.4M
Non-Disc.$103.2M
Employees3
Clients0
DateJan 2021
Total AUM$208.2M
Discretionary$124.1M
Non-Disc.$84.1M
Employees4
Clients0
DateAug 2020
Total AUM$195.5M
Discretionary$102.4M
Non-Disc.$93.1M
Employees4
Clients0
DateMay 2020
Total AUM$195.5M
Discretionary$102.4M
Non-Disc.$93.1M
Employees4
Clients0
DateFeb 2020
Total AUM$195.5M
Discretionary$102.4M
Non-Disc.$93.1M
Employees4
Clients0
DateJan 2020
Total AUM$156.7M
Discretionary$78.5M
Non-Disc.$78.2M
Employees4
Clients0
DateSep 2019
Total AUM$156.7M
Discretionary$78.5M
Non-Disc.$78.2M
Employees4
Clients0
DateJan 2019
Total AUM$156.7M
Discretionary$78.5M
Non-Disc.$78.2M
Employees4
Clients0
DateApr 2018
Total AUM$178.7M
Discretionary$73.1M
Non-Disc.$105.6M
Employees5
Clients0
DateMar 2018
Total AUM$178.7M
Discretionary$73.1M
Non-Disc.$105.6M
Employees5
Clients0
DateMar 2018
Total AUM$178.7M
Discretionary$73.1M
Non-Disc.$105.6M
Employees5
Clients0
DateJul 2017
Total AUM$157.8M
Discretionary$52.8M
Non-Disc.$105M
Employees7
Clients442
DateMar 2017
Total AUM$157.8M
Discretionary$52.8M
Non-Disc.$105M
Employees7
Clients442
DateMar 2016
Total AUM$136.9M
Discretionary$33.4M
Non-Disc.$103.5M
Employees5
Clients453
DateFeb 2015
Total AUM$141.1M
Discretionary$32.3M
Non-Disc.$108.8M
Employees4
Clients436
DateOct 2014
Total AUM$134.5M
Discretionary$33.3M
Non-Disc.$101.3M
Employees4
Clients425
DateJan 2014
Total AUM$134.5M
Discretionary$33.3M
Non-Disc.$101.3M
Employees4
Clients425
DateSep 2013
Total AUM$115.7M
Discretionary$32.9M
Non-Disc.$82.8M
Employees3
Clients400
DateFeb 2013
Total AUM$115.7M
Discretionary$32.9M
Non-Disc.$82.8M
Employees3
Clients400
DateMay 2012
Total AUM$99M
Discretionary$33.8M
Non-Disc.$65.3M
Employees1
Clients400
DateMar 2012
Total AUM$99M
Discretionary$33.8M
Non-Disc.$65.3M
Employees1
Clients400
DateMar 2012
Total AUM$99M
Discretionary$33.8M
Non-Disc.$65.3M
Employees1
Clients400
DateJan 2012
Total AUM$99M
Discretionary$33.8M
Non-Disc.$65.3M
Employees1
Clients400
DateAug 2011
Total AUM$94.2M
Discretionary$36.3M
Non-Disc.$57.9M
Employees5
Clients--
DateAug 2011
Total AUM$94.2M
Discretionary$36.3M
Non-Disc.$57.9M
Employees5
Clients--
DateJan 2008
Total AUM$58.8M
Discretionary$32.3M
Non-Disc.$26.5M
Employees5
Clients--
DateOct 2007
Total AUM$58.4M
Discretionary$29.8M
Non-Disc.$28.6M
Employees5
Clients--