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- Custodian
- Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-03-2002
- Office Locations
- 1
Office Locations
About Piermani Charles J Associates
Piermani Charles J Associates is a Norristown-based RIA. The firm has been operating for 24 years. Managing $74.6M in total assets under management, with 1 advisory representatives. They custody assets with Stifel.
Reported data analysis
What the numbers show
Between January 18, 2011 and March 12, 2012, reported AUM increased 11.6%, from $37.4M to $41.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 252 clients, or 252 clients per representative. That equates to $296.2K in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CHARLES J. PIERMANI
Chief Compliance Officer, President
- CRD
- #4346385
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,633,825 | $116,007 |
| Non-Discretionary | $0 | -- |
| Total | $74,633,825 | $116,007 |
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Separately Managed Accounts
SMA allocation detail is available
Piermani Charles J Associates has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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