|
⚲
|
| Keyboard |
| North Pier Fiduciary Management LLC
✚
|
|
|---|---|
| CRD # | 148128 |
| SEC # | 801-69545 |
| CIK # | |
| AUM | 1,276.5 M (2026-04-29) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-403-7065 |
| Address | 4333 Admiralty Way Marina del Rey, CA 90292 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 1.3 |
| By Discretionary | ||
| Discretionary | 113 | 0.9 |
| Non-Discretionary | 3 | 0.4 |
| Total | 116 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.3 | |
| Total | 116 | 1.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 36 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
IBEX Wealth Advisors LLC
✚
|
FL | 1,284.3 M |
|
Bigsur Wealth Management LLC
✚
|
FL | 1,281.8 M |
|
Capital Advantage Inc
✚
|
CA | 1,276.6 M |
|
Pettinga Financial Advisors LLC
✚
|
IN | 1,275.8 M |
|
Urban Financial Advisory Corp
✚
|
IL | 1,275.4 M |
|
Promethos Capital LLC
✚
|
MA | 1,274.6 M |
|
NorthStar Fiduciary Partners LLC
✚
|
1,274.6 M | |
|
KEB Asset Management LLC
✚
|
IL | 1,274.5 M |
|
Financial Council LLC
✚
|
MD | 1,270.7 M |
|
Palisade Asset Management LLC
✚
|
MN | 1,268.9 M |