$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-1996
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About Pearson Asset Management Company
Pearson Asset Management is a West Palm Beach, FL-based RIA helping individuals with personalized wealth management and retirement planning, including IRA guidance and support for new investors. Founded in 1999, the firm builds customized investment plans and emphasizes disciplined, reality-based decision-making over hype. Public profile data indicates portfolios are primarily implemented with ETFs and can be custodied at Schwab.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$161.4K AVG AUM / CLIENT
21.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Pioneer optima Foundation
Custodian
Prime Fusion vector Optima Bridge meridian Radial unison Vertex
Investment Themes
Unison Timber
Investment Vehicles
Timber Focus glacier
Services
Vital Catalyst Harbor Atlas prime Quantum
Owner & Executives
R
RICHARD SCOTT PEARSON
Financial Advisor, President
- CRD
- #1276044
- Ownership
- 75% or more
(989) 485-3723
insight.ridge@vitalcapital.com
in linkedin.com/in/oak-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,650,000
Equity - Exchange:
43.5% Cash:
13.1% Corporate - Investment Grade:
32.7% U.S. Government/Agency:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,709,643,807 | 43.5% |
| Cash | $514,858,250 | 13.1% |
| Corporate - Investment Grade | $1,285,180,517 | 32.7% |
| U.S. Government/Agency | $420,533,075 | 10.7% |
| Total | $3,930,215,649 | 100.0% |