PIERCE FINANCIAL LLC

PIERCE FINANCIAL LLC of ANN ARBOR, MI is an SEC-registered investment adviser (CRD 293590). Regulatory assets under management: $2.0M.

Registration

• CRD: 293590
• Type: Registered investment adviser
• Location: 3345 BEAUMONT RD, ANN ARBOR, MI, 48105-9713
• Phone: 734-975-8750
• Latest filing: 2023-05-06
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293590 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search