PIERMANI CHARLES J ASSOCIATES

Overview

Piermani Charles J Associates is a small advisory firm organized as a corporation and owned by an individual. The firm serves individual and family clients and focuses on portfolio management for individuals and small businesses. Its business profile lists accounting services alongside advisory work, which indicates the firm combines investment advice with tax and bookkeeping experience for its client base. Fee arrangements include a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor and reports acting only within a single state. Investment activity is heavily equity‑oriented. Exchange‑traded equities make up the overwhelming share of assets under management, and the firm reports a preference for equities in its SMA programs. It also uses mutual funds and maintains an allocation to commodities as its listed alternative exposure.

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Public Holdings

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Location & Offices