PREMIER FINANCIAL PLANNING, LLP

PREMIER FINANCIAL PLANNING, LLP of ESCONDIDO, CA is an SEC-registered investment adviser (CRD 130496). Regulatory assets under management: $88.3M.

Registration

• CRD: 130496
• SEC file number: 801-62826
• Type: Registered investment adviser
• Location: 433 WEST GRAND AVENUE, ESCONDIDO, CA, 92025
• Phone: 760-796-5550
• Latest filing: 2008-05-21
• Regulatory AUM: $88.3M
• Discretionary AUM: $88.3M
• Clients: 1
• Accounts: 563

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 130496 on SEC IAPD (source of record)
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