PELION INVESTMENT ADVISORS, INC.

RIASEC Registered

Total AUM

$61.6M

Discretionary

$54.5M

88% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 138400
Website: www.peliongroup.com
Fee structure: Percentage of AUM, Other
Client types: HNWI94.35%
Individuals3.9%
Pension & Profit Sharing Plans1.08%
Charitable Organizations0.68%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pelion Investment Advisors, Inc. is a privately held corporate adviser that serves both individual/family clients and institutional/business clients. The firm operates as a capital allocator and provides discretionary portfolio management for individuals, small businesses, and institutions, and it also arranges access to outside managers through a formal selection-of-advisers process. Compensation includes a percentage-of-assets component alongside other fee arrangements. Pelion does not report itself as an active ESG investor and is not designated as a multi-state adviser.