Overview
Assets Under Management: $117 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 5
Average Client Assets: $23.5 million
Frequently Asked Questions
PEARL INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288062), PEARL INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
PEARL INVESTMENT PARTNERS, LLC is headquartered in BETHESDA, MD.
PEARL INVESTMENT PARTNERS, LLC serves 5 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, PEARL INVESTMENT PARTNERS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
PEARL INVESTMENT PARTNERS, LLC manages $117 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, PEARL INVESTMENT PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $23.5 million
Total Client Accounts: 5
Discretionary Accounts: 5
Regulatory Filings
CRD Number: 288062
Filing ID: 1166718
Last Filing Date: 2018-03-28 07:47:00