Pierre & Company LLC

RIAState Registered

Total AUM

$13.6M

Discretionary

$9.5M

70% of AUM

Avg account

$1.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 299839
Website: pierreandcoinv.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals69.98%
HNWI30.02%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pierre & Company LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its fees are billed as a percentage of assets under management and via fixed-fee engagements. The firm identifies as an active ESG investor and does not present itself as a capital allocator or pension consultant.