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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Hsbc · Pershing · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-22-2013
- Office Locations
- 1
Office Locations
About PIH Investments, LLC
PIH Investments is an independent Los Angeles-area financial planning and wealth management consulting firm serving individuals, families, small businesses, and retirement plans. The firm provides unbiased, customized financial planning, business planning, and portfolio management, with portfolios that make significant use of ETFs alongside core fixed income (including municipal and government/investment-grade bonds). Custody relationships include Charles Schwab.
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Owner & Executives
JEFFREY WILLIAM PIH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5886669
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $888,159,103 | 25.2% |
| Municipal Bonds | $585,057,187 | 16.6% |
| Corporate - Investment Grade | $1,043,234,501 | 29.6% |
| U.S. Government/Agency | $726,034,822 | 20.6% |
| Cash | $281,955,270 | 8.0% |
| Total | $3,524,440,883 | 100.0% |