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| Happy Holidays!! thanks for using AUM13F!! |
| Premier Estate Planners LLC
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| CRD # | 122638 |
| SEC # | 801-68487 |
| CIK # | |
| AUM | $203.5 M (2025-06-10) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 586-228-7772 |
| Address | 16950 19 Mile Rd Clinton Township, MI 48038 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 536 | 104.5 |
| (b) Individuals (high net worth individuals) | 54 | 99.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 898 | 203.5 |
| By Discretionary | ||
| Discretionary | 565 | 114.1 |
| Non-Discretionary | 333 | 89.3 |
| Total | 898 | 203.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.5 | |
| Total | 898 | 203.5 |
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NY | 0.2 |
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0.2 | |
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Petrovic Financial Solutions LLC
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KS | 0.2 |
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TX | 0.2 |
|
Salus Financial Advisors LLC
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0.2 | |
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Novus Advisors LLC
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SC | 0.2 |
|
Smart Portfolios LLC
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WA | 0.2 |