NORTH PIER FIDUCIARY MANAGEMENT, LLC
Firm details
- Headquarters
- MARINA DEL REY, California
- CRD number
- 148128
- Registered since
- September 8, 2008
- Website
- npier.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, PRINCIPAL SECURITIES, INC., MATRIX SECURITIES, INC., CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans93.7%
- HNWI5.24%
- Individuals1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
North Pier Fiduciary Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2008. The firm operates as a capital allocator for both individual and family clients as well as institutional entities, providing financial planning and portfolio management for individuals, small businesses and larger institutions. Its advisory services include selection of other advisers and pension consulting-related activities. Compensation comes through a mix of percentage-of-assets fees and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1JAMES SCHEINBERG
Managing Partner, Founder and CIOCRD 2073575
Contacts
3 of 6FRANK SZYMANEK
Senior ConsultantCRD 4119043
VALERIA JARAMILLO ECHEVERRIA
Senior AnalystCRD 7144962
Mason Hulce
Customer Success AssociateCRD 8163581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARINA DEL REY, CA
LOS ANGELES
Location
MARINA DEL REY, CA
Headquartered in MARINA DEL REY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 4333 Admiralty Way
- Time zone
- PT (UTC-8)
- Office locations
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