Premier Estate Planners, LLC
● SEC registered since 2007CRD 122638SEC# 801-68487Clinton Township, MI
Reg. AUM
$226.9M
Employees
4
Accounts
896
Location
Clinton Township, MI
Premier Estate Planners, LLC assets under management
Premier Estate Planners, LLC operates as an SEC-registered investment adviser based in Clinton Township, MI. The firm has been registered since 2007. It reports $226.9 million in regulatory assets under management and employs 4 people.
Premier Estate Planners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Peter Carnaghi Control | Managing Member/Chief Compliance Officer | 50-75% | 2002 |
| Thomas Roy Mazza Control | Managing Member | 50-75% | 2002 |
Frequently asked questions
How much does Premier Estate Planners, LLC manage?
Premier Estate Planners, LLC reports $226.9 million in regulatory assets under management on its Form ADV.
How many employees does Premier Estate Planners, LLC have?
Premier Estate Planners, LLC reports 4 employees.
Where is Premier Estate Planners, LLC located?
Premier Estate Planners, LLC is based in Clinton Township, MI and has been SEC-registered since 2007.
Does Premier Estate Planners, LLC disclose fund performance?
Premier Estate Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16950 19 Mile Rd, Suite 4, Clinton Township, MI 48038 |
| Phone | 586-228-7772 |
| Fax | 586-228-7776 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$226.9M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$226.9Mregulatory AUM
Discretionary $143.1MNon-discretionary $83.9M