PIH Investments, LLC
Firm details
- Headquarters
- South Pasadena, California
- CRD number
- 166867
- Website
- pihinvestments.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
PIH Investments, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses, and also engages in insurance brokerage and sales of other financial products. Its fee schedule includes asset-based fees, hourly billing, and fixed fees. PIH is not an active ESG investor and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- State & Local Bonds25%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Jeffrey Pih
PresidentCRD 5886669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Pasadena, CA
Los Angeles
Location
South Pasadena, CA
Headquartered in South Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 526 Mission St
- Time zone
- PT (UTC-8)
- Office locations
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