PREMIER FINANCIAL PLANNING, LLP
CRD #130496 SEC #801-62826 ESCONDIDO, CA 760-796-5550
SEC Registered
Total AUM
$88.3M
Discretionary
$88.3M
Employees
5
Clients
51
Accounts
563
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2007 | $88.3M | $88.3M | $0 | 5 | -- |
| Jan 2007 | $80M | $80M | $0 | 5 | -- |
| Mar 2006 | $80M | $80M | $0 | 5 | -- |
| Mar 2006 | $80M | $80M | $0 | 5 | -- |
| Jun 2004 | $35.9M | $35.9M | $0 | 5 | -- |
DateFeb 2007
Total AUM$88.3M
Discretionary$88.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees5
Clients--