M Premier Partners
M Premier Partners (CRD# 289044) is a financial advisory firm headquartered in Indian Wells, CA. They manage $219,053,420 in 600 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management219MILLION
-
Total Number of Accounts600ACCOUNTS
-
Average Account Value$365,089
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, HI, NC, OR, TX, WA
Financial Advisors at M Premier Partners
1
Mark Hayek (CRD# 2440197) is an Investment Advisor Representative working at M Premier Partners in Indian Wells, CA and has over 26 years of experience in the finance industry.
2
Michael McConnell (CRD# 6183178) is an Investment Advisor Representative working at M Premier Partners in Indian Wells, CA and has over 10 years of experience in the finance industry.
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