Overview
Assets Under Management: $407 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 116
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 906
Discretionary Accounts: 906
Regulatory Filings
CRD Number: 142654
Last Filing Date: 2024-07-17 00:00:00
Website: https://peircecap.com