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
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2007
- 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 | MEMBER | D | Control |
| BLOCK, KIRK, ALLEN | I | MEMBER | D | Control |
| BLOCK, KIRK, ALLEN | I | MEMBER | D | Control |
| BLOCK, KIRK, ALLEN | I | MEMBER | D | Control |
| BLOCK, KIRK, ALLEN | I | MEMBER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | MEMBER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | MEMBER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | MEMBER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | MEMBER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PATTERSON, PATRICIA, CONDE | I | MEMBER | D | Control |
Registrations
Federal
IA
Feb 14, 2007 REGISTERED
Notice Filings (3)
CA NH TX
Address
433 WEST GRAND AVENUEESCONDIDO, CA 92025
USA
Phone: 760-796-5550