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PIERCE FINANCIAL LLC
CRD 293590
3345 BEAUMONT RD, ANN ARBOR, MI, 48105-9713, United States
Phone
734-975-8750
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.0M
Discretionary AUM
$2.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2023-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD