$885.0M Total AUM
$885.0M Disc. AUM
-- 3Y CAGR
8 Employees
620 ADV. Clients
29 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-23-1996
- Office Locations
- 1
Office Locations
586 Main ST Dennis MA
About Pearson Financial Services
Pearson Financial Services is a Dennis-based RIA. The firm has been operating for 29 years. Managing $885.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
40 AVG AGE
$295.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
17.4 yrs AVG TENURE
8 Employees
3 Advisory Reps
6 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRYAN WILLIAM BASTONI
--
- CRD
- #4457061
- Ownership
- 25% but less than 50%
Available
Available
Available
K
KATHLEEN FOWLER
Certified Financial Planner
- CRD
- #5184846
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
D
DEBRA LYNN COCCORO
Owner
- CRD
- #6543508
Available
Available
Available
C
CHRISTOPHER THOMAS DUPEE
CPA
- CRD
- #4672762
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $885,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $885,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing