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| North Pier Fiduciary Management LLC
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|
|
|---|---|
| CRD # | 148128 |
| SEC # | 801-69545 |
| CIK # | |
| AUM | $1.5 BB (2023-03-30) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 800-403-7065 |
| Address | 4333 Admiralty Way Marina del Rey, CA 90292 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 1.2 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 180 | 1.5 |
| By Discretionary | ||
| Discretionary | 170 | 0.5 |
| Non-Discretionary | 10 | 1.0 |
| Total | 180 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 180 | 1.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1.5 |
|
First Citizens Investor Services Inc
✚
|
NC | 1.5 |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1.5 |
|
AMI Asset Management Corp
✚
|
CA | 1.5 |
|
Koss-Olinger Consulting LLC
✚
|
FL | 1.5 |
|
Well Done LLC
✚
|
MI | 1.5 |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1.5 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.5 |
|
Avity Investment Management Inc
✚
|
CT | 1.5 |
|
City National Securities Inc
✚
|
CA | 1.5 |