Investment adviser · CRD 145897

PREMIER FINANCIAL PLANNING, INC.

Investment adviser filing (IA)

· Form ADV filed Feb 28, 2012

Regulatory AUM
$38.6M
Form ADV · Item 5.F
Client accounts
204
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 145897

Filing source

Form ADV 617396 · Feb 28, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.