Overview
Assets Under Management: $251 million
Headquarters: BARRINGTON, IL
High-Net-Worth Clients: 61
Average Client Assets: $1.9 million
Frequently Asked Questions
PIERSHALE FINANCIAL GROUP, INC. 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 #156862), PIERSHALE FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
PIERSHALE FINANCIAL GROUP, INC. is headquartered in BARRINGTON, IL.
PIERSHALE FINANCIAL GROUP, INC. serves 61 high-net-worth clients according to their SEC filing dated August 31, 2018. View client details ↓
According to their SEC Form ADV, PIERSHALE FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PIERSHALE FINANCIAL GROUP, INC. manages $251 million in client assets according to their SEC filing dated August 31, 2018.
According to their SEC Form ADV, PIERSHALE FINANCIAL GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.29%
Average Client Assets: $1.9 million
Total Client Accounts: 1,568
Discretionary Accounts: 954
Non-Discretionary Accounts: 614
Regulatory Filings
CRD Number: 156862
Filing ID: 1238584
Last Filing Date: 2018-08-31 12:14:00