Piershale Financial Group Inc

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Piershale Financial Group Inc
CRD #156862
SEC #801-72209
CIK #0001554815
AUM
Employees 8 (50% Investors, 0% Brokers)
Phone847-713-8070
Address1531 S Grove Ave
Barrington, IL 60010
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
3002401801206002010201420192024
CIK Period
0001554815
Sector Form 13F Holdings Value ($M)
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Microsoft Corp 0.3
Cisco Systems Inc 0.3
AT&T Inc 0.3
Procter & Gamble Co 0.2
PepsiCo Inc 0.2
Darden Restaurants Inc 0.2
Wal Mart Stores Inc 0.2
Alphabet Inc 0.1
International Business Machines Corp 0.1
AbbVie Inc 0.1
Alphabet Inc 0.1
Nvidia Corp 0.1
YUM Brands Inc 0.1
US Bancorp de 0.1
Verizon Communications Inc 0.1
Arbor Realty Trust Inc 0.1
Norwegian Cruise Line Holdings Ltd 0.1
Tesla Motors Inc 0.1
Skyworks Solutions Inc 0.1
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 366 139.8
(b) Individuals (high net worth individuals) 69 124.3
(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 0 0.0
(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 1,412 264.1
By Discretionary
Discretionary 1,249 242.5
Non-Discretionary 163 21.6
Total 1,412 264.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 264.1
Total 1,412 264.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001554815]
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