AUMdb

Premier Investment Services Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 314359 · · www.hlwealthteam.com
☆ Save with Pro ADV data as of Feb 27, 2026
Regulatory AUM
$253K
Discretionary
$253K
Clients
6
Avg AUM / client
$42.1K
Accounts
6
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6 $253K 100.0%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Donald T Hill Registered representative May 2021 (5y)
Kyle Jeremy La Barre Registered representative May 2021 (5y)
Donald T. Hill Registered representative May 2022 (4y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/27/2026 1.01 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Educational seminars/workshops
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.

View current Form ADV (SEC/IAPD) ↗