Pearson Investment Management, LLC

RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$324K
Accounts
34
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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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 70%, Cash & Cash Equivalents 10%, US Government Bonds 8%, State & Local Bonds 3%, Sovereign Bonds 3%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 3%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents10%
  • US Government Bonds8%
  • State & Local Bonds3%
  • Sovereign Bonds3%

Contacts

1 of 1
  • Jonathan White

    Managing MemberCRD 6635378

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth