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Pier 42 Advisors

Pier 42 Advisors. CRD 325987

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CRD: 325987

Pier 42 Advisors

South Dennis, MA, 02660
5082589300
pier42advisors.com
$29.3M Total AUM
$28.3M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Principal
Clients
Retail
Platforms
North unisonSummit ridge
Established Date
07-26-2023
Office Locations
1

Office Locations

434 Route 134 Unit G6 South Dennis MA

About Pier 42 Advisors

Pier 42 Advisors is an independent, fee-only fiduciary RIA serving Cape Cod and the Greater Boston area. The firm delivers comprehensive wealth planning and investment management, including cash-flow and tax planning, estate and income/asset protection, and small business planning. A notable specialty is its proprietary investment property analysis for rental and investment real estate; custody includes Charles Schwab.

Team overview

34 AVG AGE
$29.3M AVG AUM / ADVISOR
$697.4K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

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Asset Classes

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Client Personas

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Custodian

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Investment Themes

Meridian Zenith optima Ember

Investment Vehicles

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Platform

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Services

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Technology

Zenith north Bridge radial

Owner & Executives

Vincent Charles Renaut

Vincent Charles Renaut

Chief Compliance Officer, FOUNDER, Owner, Wealth Advisor

CRD
#7266754
Ownership
75% or more
(504) 545-3043
value.foundation@deltacapital.com
in linkedin.com/in/quantum-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $28,285,935 --
Non-Discretionary $1,005,430 --
Total $29,291,365 --

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Separately Managed Accounts

Total SMA Asset: $29,291,365

$29.3M Total SMA
Public Funds:
15.2%
U.S. Government/Agency:
28.4%
Cash:
20.6%
Corporate - Investment Grade:
11.8%
Equity - Exchange:
24.0%
Asset class Assets Assets %
Public Funds $409,704,114 15.2%
U.S. Government/Agency $765,499,793 28.4%
Cash $555,256,892 20.6%
Corporate - Investment Grade $318,059,773 11.8%
Equity - Exchange $646,901,233 24.0%
Total $2,695,421,805 100.0%

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