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NORTH PIER FIDUCIARY MANAGEMENT, LLC
CRD 148128 · SEC 801-69545
4333 ADMIRALTY WAY, UNIT G1, MARINA DEL REY, CA, 90292, United States
Phone
800-403-7065
Fax
800-403-7065
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$892.7M
Team
15 total employees; 5 advisory reps; 36 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFIDUCIARY CONSULTING; INSTITUTIONAL INVESTMENT & RETIREMENT PLAN ADVISORY AND MANAGEMENT SERVICES; EMPLOYEE EDUCATION AND COMM.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $13.5M |
| High net worth individuals | 15 | $66.9M |
| Pension/profit sharing plans | 15 | $1.20B |
States served
CA, IL, NV, UT, TX
All web addresses on file
Official SEC filing: View on IAPD