PIER 70

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
323074

Firm profile

FINTRX

Overview

Pier 70 operates as a Limited Liability Company and is primarily involved in managing pooled investment vehicles. The firm is structured as a domestic entity and is owned by individuals. While it does not classify itself as a capital allocator, it serves as a sponsor and managing member of various investment vehicles. The firm does not actively engage in ESG investing and is not registered as a multi-state adviser. Pier 70 is not newly formed and does not operate as a pension consultant or have any related advisers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Leisl Kleindl-Schelling

    Chief Financial OfficerCRD 7613597

Contacts

2 of 2
  • FREDERICK GRIMM

    Venture AdvisorCRD 7613270

  • Preetha Ram

    Managing PartnerCRD 7613312

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
2801 Alaskan Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth