$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2018
- Office Locations
- 1
Office Locations
3345 Beaumont RD ANN Arbor MI
About Pierce Financial LLC
Pierce Financial LLC is a ANN Arbor-based RIA. The firm has been operating for 8 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and LPL Financial. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
54 AVG AGE
$2.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Optima focus Wave meridian
Custodian
Bridge Fusion summit
Investment Themes
Unison Atlas vector Prime focus
Investment Vehicles
Bridge
Services
Beacon vertex Meridian harbor Ember bridge Legacy
Owner & Executives
STEVEN CHARLES PIERCE
Chief Compliance Officer, INVESTMENT MANAGER
- CRD
- #2568843
- Ownership
- 75% or more
(253) 412-4322
pathway.ridge@northcapital.com
in linkedin.com/in/frontier-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,147,654,776 | 100.0% |
| Total | $5,147,654,776 | 100.0% |