NORTH PIER FIDUCIARY MANAGEMENT, LLC

4333 Admiralty Way
Unit G1
Marina Del Rey, California 90292
Tel: 800-403-7065

About NORTH PIER FIDUCIARY MANAGEMENT, LLC

NORTH PIER FIDUCIARY MANAGEMENT, LLC, formally registered with the SEC as NORTH PIER FIDUCIARY MANAGEMENT, LLC. The firm was established in 09/08/2008. They have over 1 offices throughout the country.

NORTH PIER FIDUCIARY MANAGEMENT, LLC is a Marina Del Rey, California based Financial Planning firm with nearly $1,031,029,898 assets under management, offering retirement planning & investment advisory services to 142 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148128
SEC#	801-69545
Assets Managed by Firm	$1,031,029,898
No. of Clients	142
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FIDUCIARY CONSULTING; INSTITUTIONAL INVESTMENT & RETIREMENT PLAN ADVISORY AND MANAGEMENT SERVICES; EMPLOYEE EDUCATION AND COMM.)

Firm Client Information

	No. of Clients	AUM
Firm Total	142	$1,031,029,898
Individuals (other than high net worth individuals)	12	$4,323,422
High net worth individuals	17	$57,504,819
Pension and profit sharing plans	15	$969,201,657

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