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Home > Retirement Planners > connecticut > stamford > PIER CAPITAL, LLC
PIER CAPITAL, LLC
600 Summer Street
Suite 203
Stamford, Connecticut 06901
Tel: 203-425-1450
About PIER CAPITAL, LLC
PIER CAPITAL, LLC, formally registered with the SEC as PIER CAPITAL, LLC. The firm was established in 08/11/2004. They have over 2 offices throughout the country.
PIER CAPITAL, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $719,562,121 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131212 |
| SEC# | 801-63390 |
| Assets Managed by Firm | $719,562,121 |
| No. of Clients | 21 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $719,562,121 |
| High net worth individuals | 5 | $14,986,478 |
| Pension and profit sharing plans | Fewer than 5 clients | $27,181,447 |
| Charitable organizations | 5 | $169,292,042 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
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| $107,251,821,000 | 4 | 524 |
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