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
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