Pierpont Investment Group, LLC
Firm details
- Headquarters
- Ontario, California
- CRD number
- 156614
- Website
- www.pierpontinvestments.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.96%
- Individuals26.11%
- Corporations / Businesses15.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pierpont Investment Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm delivers fee-based wealth management and financial planning primarily to individuals, families and a limited number of institutional clients. Its advisory work centers on portfolio management and financial planning for individuals and small businesses, charging clients a percentage of assets under management. The firm does not position itself as an ESG-driven manager, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant.
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
- Exchange Traded Equities78%
- Other22%
Contacts
1 of 1
Omar Nasir
Founder & PrincipalCRD 5098756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ontario, CA
San Bernardino
Location
Ontario, CA
Headquartered in Ontario, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- San Bernardino
- Address
- 3200 E Guasti Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
XEL
RIAOntario, CA
Falcon Wealth Planning, Inc.
RIAOntario, CA
Zealth Planning, LLC
RIAOntario, CA
Rehoboth Financial Planning, Inc.
RIARancho Cordova, CA
Axis Capital Management, LLC
RIAHermosa Beach, CA
J Ward Financial
RIAMorgan Hill, CA