Pearson Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283536
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.57%
- Corporations / Businesses46.36%
- Insurance Companies1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pearson Investment Management, LLC is an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of advisory services including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. As a capital allocator, Pearson Investment Management focuses on a diverse array of investment opportunities, although it does not actively engage in ESG investing. The firm operates under a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.
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 Equities70%
- Cash & Cash Equivalents10%
- US Government Bonds8%
- State & Local Bonds3%
- Sovereign Bonds3%
Contacts
1 of 1Jonathan White
Managing MemberCRD 6635378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Yendrey Wealth Management LLC
RIAVictoria, TX
Capital Management Investor Services, Inc.
RIAMiami, FL
Ideas In Finance
RIAAloft Financial
RIAM. Thomas Capital Management
RIASkoufis Capital Management
RIAChicago, IL