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Building 2NORTH PIER FIDUCIARY MANAGEMENT, LLC

Map pinMARINA DEL REY, CA
Phone800-403-7065
NotebookSEC #801-69545
Total AUM
$1.3B
Employees
15
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4333 ADMIRALTY WAY
UNIT G1
MARINA DEL REY
CA 90292
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
800-403-7065

ReceiptFinancials

Total AUM
$1.3B
Accounts
116
Discretionary
$892.7M
Accounts
113
Non-Discretionary
$383.8M
Accounts
3

ContactClients

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Individual Clients
9
AUM
$13.5M
HNW Individual Clients
15
AUM
$66.9M
Pension/Profit Sharing Plan Clients
15
AUM
$1.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FIDUCIARY CONSULTING; INSTITUTIONAL INVESTMENT & RETIREMENT PLAN ADVISORY AND MANAGEMENT SERVICES; EMPLOYEE EDUCATION AND COMM.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNVTXUT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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