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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| North Pier Fiduciary Management LLC
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| CRD # | 148128 |
| SEC # | 801-69545 |
| CIK # | |
| AUM | $1.1 B (2025-03-30) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 800-403-7065 |
| Address | 4333 Admiralty Way Marina del Rey, CA 90292 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 1.1 |
| By Discretionary | ||
| Discretionary | 113 | 0.8 |
| Non-Discretionary | 3 | 0.4 |
| Total | 116 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 116 | 1.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arkos Global Advisors LLC
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|
TX | 1.1 |
|
Kowal Investment Group LLC
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|
WI | 1.1 |
|
The Financial Advisors LLC
✚
|
MA | 1.1 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.1 |
|
Biondo Investment Advisors LLC
✚
|
PA | 1.1 |
|
Root Financial Partners LLC
✚
|
CA | 1.1 |
|
van Cleef Asset Management Inc
✚
|
OH | 1.1 |
|
Premier Path Wealth Partners LLC
✚
|
NJ | 1.1 |
|
Longview Wealth Management Inc
✚
|
GA | 1.1 |
|
Urban Financial Advisory Corp
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|
IL | 1.1 |