Pierre & Company LLC

RIAState Registered
Total AUM
$13.6M
Discretionary
$9.5M
70% of AUM
Avg account
$1.9M
Accounts
7
Employees
1
Advisory reps
3

Firm details

Headquarters
,
CRD number
299839
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals69.98%
  • HNWI30.02%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pierre & Company LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its fees are billed as a percentage of assets under management and via fixed-fee engagements. The firm identifies as an active ESG investor and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Cash & Cash Equivalents 38%62%
  • Exchange Traded Equities62%
  • Cash & Cash Equivalents38%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth