P
$76.4K Total AUM
$76.4K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2010
- Office Locations
- 1
Office Locations
14260 Garden Rd. Ste.b17 Poway CA
About Pearson, Frederick, Norman Jr.
Pearson, Frederick, Norman Jr. is a SAN Diego-based RIA. The firm has been operating for 15 years. Managing $76.4K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$76.4K AVG AUM / ADVISOR
$76.4K AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Owner & Executives
F
FREDERICK NORMAN PEARSON JR.
Director, Owner
- CRD
- #5788534
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,409 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,409 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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