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PEARL PLANNING

PEARL PLANNING, LLC

CRD 336568 · SEC 801-132904

Visit website

8031 MAIN STREET, SUITE 201, DEXTER, MI, 48130, United States

Phone

734.274.6744

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$329.2M

Discretionary AUM

$329.2M

Team

7 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals201$64.1M
High net worth individuals104$256.4M

States served

CA, MI, NY, OR, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD