$23.1M Total AUM
$23.1M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- DeltaFrontier +more
- Established Date
- 04-01-2019
- Office Locations
- 1
Office Locations
-- Albuquerque NM
About Pihl Financial Planning
Pihl Financial Planning is a fee-only fiduciary advisory practice led by Nicholas Pihl, CFA, CFP®, focused on helping clients transition into retirement through ongoing planning and investment management. Engagements emphasize identifying key retirement risks and coordinating portfolio decisions with estate planning, Social Security and Medicare elections, and asset protection. Custodies with Charles Schwab.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$608.6K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Prime capital Meridian glacier Harbor ridge
Client Personas
Focus crest Value
Custodian
North harbor
Investment Themes
Beacon Ember focus Bridge element
Investment Vehicles
Horizon glacier
Services
North horizon Meridian Vital eagle Frontier Element harbor Radial peak
Technology
Element legacy Eagle vital Unison horizon Matrix crest
Owner & Executives
N
NICHOLAS ARNE PIHL
Chief Compliance Officer, Financial Planner
- CRD
- #6545502
- Ownership
- 75% or more
(246) 853-4620
legacy.delta@eaglecapital.com
in linkedin.com/in/meridian-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,127,492 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,127,492 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,127,492
Equity - Exchange:
36.0% Cash:
28.2% Other:
35.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $633,015,422 | 36.0% |
| Cash | $495,862,080 | 28.2% |
| Other | $629,498,669 | 35.8% |
| Total | $1,758,376,171 | 100.0% |