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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-07-2006
- Office Locations
- 2
Office Locations
About Pelion Investment Advisors, Inc.
Pelion Investment Advisors provides customized, tax-aware portfolio management for individuals, trusts, corporations, and retirement plans. Portfolios are built around each client’s horizon, risk, tax bracket, and philanthropic goals, using an open-architecture mix of ETFs, mutual funds, hedge funds, and individual securities based on objective research. Custody support includes Schwab and Betterment; serves both retail and institutional relationships.
Team overview
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Asset Classes
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Investment Themes
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Technology
Owner & Executives
HILARY GUY BERGMAN
Chief Compliance Officer, Chief Operating Officer
- CRD
- #1834738
- Ownership
- Less than 5%
Christopher Michael Savage
Chief Operating Officer
- CRD
- #6890229
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS JAMES CARSTENS
Advisor, Registered Representative
- CRD
- #2141430
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,473,810 | -- |
| Non-Discretionary | $7,155,062 | $255,000 |
| Total | $61,628,872 | $255,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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