CRD: 156614
Pierpont Investment Group, LLC
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-04-2011
- Office Locations
- 1
Office Locations
About Pierpont Investment Group, LLC
Pierpont Investment Group, LLC is a California RIA based in Ontario serving individuals and business owners with one-on-one financial planning, retirement income planning, and discretionary wealth/investment management. Portfolios emphasize ETF and index-based asset allocation tailored to client risk and goals, with a stated fiduciary, no-conflict approach. Offers a single dedicated point of contact and meets in person or via Zoom/Teams; custody includes TD Ameritrade.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
OMAR JAVED NASIR
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #5098756
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,444,154,004 | 41.1% |
| Other | $3,502,692,721 | 58.9% |
| Total | $5,946,846,725 | 100.0% |