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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2019
- Office Locations
- 1
Office Locations
About Pierre & Company LLC
Pierre & Company LLC is an RIA providing outsourced treasury management and middle-office cash management for finance officers, fund managers, and family offices. The firm implements separately managed accounts of laddered Treasury bills and other short-term, highly rated securities to add yield and liquidity to cash reserves. Led by a Certified Treasury Professional with 25+ years’ investment experience; custody includes Fidelity/NFS.
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Owner & Executives
MICHAEL CHRISTOPHER PIERRE
Chief Executive Officer, Chief Financial Officer, CHIEF OPERATING OFFICER, Managing Member, Portfolio Manager
- CRD
- #2217575
- Ownership
- 50% but less than 75%
TIMOTHY J EHRMAN
--
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,210,967 | -- |
| Non-Discretionary | $3,344,932 | -- |
| Total | $13,555,899 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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