PIERSHALE FINANCIAL GROUP, INC.

PIERSHALE FINANCIAL GROUP, INC. of BARRINGTON, IL is an SEC-registered investment adviser (CRD 156862). Regulatory assets under management: $264.1M.

Registration

• CRD: 156862
• SEC file number: 801-72209
• Type: Registered investment adviser
• Location: 1531 S GROVE AVE, SUITE 206, BARRINGTON, IL, 60010
• Phone: 8477138070
• Latest filing: 2023-01-20
• Regulatory AUM: $264.1M
• Discretionary AUM: $242.5M
• Non-discretionary AUM: $21.6M
• Clients: 8
• Accounts: 1,412

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 156862 on SEC IAPD (source of record)
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