Pierpont Investment Group, LLC

RIASEC Registered
Total AUM
$15.7M
Discretionary
$15.7M
100% of AUM
Avg account
$296K
Accounts
53
Employees
1
Advisory reps
1

Firm details

Headquarters
Ontario, California
CRD number
156614
Fee structure
Percentage of AUM
Client types
  • HNWI57.96%
  • Individuals26.11%
  • Corporations / Businesses15.92%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Pierpont Investment Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm delivers fee-based wealth management and financial planning primarily to individuals, families and a limited number of institutional clients. Its advisory work centers on portfolio management and financial planning for individuals and small businesses, charging clients a percentage of assets under management. The firm does not position itself as an ESG-driven manager, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Other 22%78%
  • Exchange Traded Equities78%
  • Other22%

Contacts

1 of 1
  • Omar Nasir

    Omar Nasir

    Founder & PrincipalCRD 5098756

Wealth teams

FINTRX

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

Ontario, CA

San Bernardino

Location

Ontario, CA

Headquartered in Ontario, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
San Bernardino
Address
3200 E Guasti Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth