Pihl Financial Planning
RIASEC Registered
Total AUM
$23.1M
Discretionary
$23.1M
100% of AUM
Avg account
$222K
Accounts
104
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300544
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.53%
- Individuals21.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pihl Financial Planning is an independent, individually owned advisory firm organized as an LLC that focuses on individuals and families. The firm offers fee-based financial planning and discretionary portfolio management for individuals and small businesses. Its client fees are charged as a percentage of assets under management and through fixed-fee arrangements. Pihl does not present itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 Funds83%
- Exchange Traded Equities12%
- Other3%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Nicholas Pihl
Retirement PlannerCRD 6545502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Crossroads Financial Services Inc
RIAAUM $23.1MTEAM 1REPS 1
Kcpag Financial Advisors LLC
RIARobinson, IL
AUM $23.1MTEAM 17REPS 13
Crossroads Capital Management LLC
RIAAUM $23.1MTEAM 1REPS 1
Enlight Financial LLC
RIAAUM $23.1MTEAM 1REPS 1
Simplified Wealth Management, LLC
RIABarrington, IL
AUM $23.1MTEAM 3REPS 3
Marcellus Capital Management, LLC
RIASkaneateles, NY
AUM $23.1MTEAM 1REPS 1